ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Amy Blackwell - State Farm Agent, 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.
Numbers & Facts
Location
Murrieta, CA
Job Type
Full-time
Description
Benefits:
Supplemental Health Benefits
Group Life Insurance
SIMPLE IRA Match
Paid time off
Training & development
Tuition assistance
Bonus based on performance
Competitive salary
Free food & snacks
ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Amy Blackwell - State Farm Agent, 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.