Analysis Skills, Communication Skills, Consulting, Customer Support/Service, Customer Training, Financial Planning, Financial Regulations, Financial Services, Insurance Sales, Investment Management, Maintain Compliance, Options Analysis, Product Marketing, Regulatory Compliance, Risk Management, Series 7, Training/Teaching
- Simple IRA
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their 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:
- Experience in financial services preferred.
- Analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
- Ability to relate to a customer.
- Goal-oriented and motivated by achieving measurable results.
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Derek Tsu - State Farm Agent