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Finance Jobs

Financial Services Representative - State Farm Agent Team Member

Darrell Shelton - State Farm Agent

Miami, FL

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JOB DETAILS
SKILLS
Analysis Skills, Communication Skills, Consulting, Customer Support/Service, Customer Training, Financial Planning, Financial Regulations, Financial Services, Health Insurance, Investment Management, Maintain Compliance, Options Analysis, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 6, Variable Annuities
LOCATION
Miami, FL
POSTED
30+ days ago
Benefits:
  • 401(k)
  • Bonus based on performance
  • Health insurance

ROLE DESCRIPTION:
As a Finacial Services Rep with Darrell Shelton State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:
  • Consult customers with financial planning and investment options.
  • Assist customers with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
QUALIFICATIONS:
  • 3+ years of experience in financial services.
  • Analytical and communication skills.
  • FINRA Series 6 and 66 licenses preferred.
  • Florida 2-15 Life, Health, Variable Annuities License

About the Company

D

Darrell Shelton - State Farm Agent

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