Financial Services Representative - State Farm Agent Team Member

Giovanni Monaco - State Farm Agent

San Diego, CA

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JOB DETAILS

SKILLS

Analysis Skills, Communication Skills, Consulting, Customer Support/Service, Customer Training, Financial Planning, Financial Regulations, Financial Services, Investment Management, Maintain Compliance, Options Analysis, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 6, Training/Teaching

LOCATION

San Diego, CA

POSTED

17 days ago

Benefits:

401(k) matching
Bonus based on performance
Paid time off
Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Giovanni Monaco - 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.
Maintain compliance with financial regulations.

QUALIFICATIONS:

3+ years of experience in financial services.
Analytical and communication skills.
Life, Health, & Accident license preferred.
FINRA Series 6, 63, 65 licenses preferred.

Financial Services Representative - State Farm Agent Team Member

Giovanni Monaco - State Farm Agent

San Diego, CA

About the Company

Giovanni Monaco - State Farm Agent

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