Financial Services Representative - State Farm Agent Team Member
State Farm
- Salary
- $62k
- Experience
- 3+ yrs
- Location
- San Diego, California, United States
- Job type
- Full-time
Required skills
- asset allocation
- communication skills
- compliance
- financial planning
- portfolio management
About the role
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<div><strong>Benefits:</strong></div>
<ul>
<li>401(k) matching</li>
<li>Bonus based on performance</li>
<li>Paid time off</li>
<li>Training & development</li>
</ul>
</div>
<div class="trix-content">
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<strong>ROLE DESCRIPTION:<br></strong>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. <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>Life, Health, & Accident license preferred.</li>
<li>FINRA Series 6, 63, 65 licenses preferred.</li>
</ul>
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