Financial Services Representative - State Farm Agent Team Member

Jamie Pelzer - State Farm Agent

Tampa, 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 7, Training/Teaching

LOCATION

Tampa, FL

POSTED

30+ days ago

Benefits:

401(k)
Bonus based on performance
Competitive salary
Health insurance
Paid time off
Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Jamie Pelzer - 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.
FINRA Series 7 and 63 licenses preferred.

Financial Services Representative - State Farm Agent Team Member

Jamie Pelzer - State Farm Agent

Tampa, FL

About the Company

Jamie Pelzer - State Farm Agent

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