- Salary
- $75k - $100k
- Experience
- 3+ yrs
- Location
- Clio, Michigan, United States
- Job type
- Full-time
Required skills
- asset allocation
- communication skills
- compliance
- financial planning
- portfolio management
About the role
<div class="benefits">
<div><strong>Benefits:</strong></div>
<ul>
<li>401(k)</li>
<li>Competitive salary</li>
<li>Bonus based on performance</li>
<li>Company parties</li>
<li>Employee discounts</li>
<li>Free food & snacks</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
<li>Parental leave</li>
</ul>
</div>
<div class="trix-content">
<div>
<strong>ROLE DESCRIPTION:<br></strong>As a Financial Services Representative - State Farm Agent Team Member with Bob Love - 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. <br><br><strong>RESPONSIBILITIES:</strong>
</div><ul>
<li>Consult customers with financial planning and investment options.</li>
<li>Assist customers with portfolio management and asset allocation.</li>
<li>Conduct financial reviews and recommend appropriate products.</li>
<li>Maintain compliance with financial regulations.</li>
</ul><div><strong>QUALIFICATIONS:</strong></div><ul>
<li>3+ years of experience in financial services.</li>
<li>Analytical and communication skills.</li>
<li>FINRA Series 6, 63 and 65 licenses preferred.</li>
</ul>
</div>
About Bob Love - State Farm Insurance Agent
Local agency providing personal and business insurance and financial services.
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