Financial Services Representative - State Farm Agent Team Member

Benefits:

• Simple IRA
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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 state regulations.

QUALIFICATIONS:

• Prior experience in financial services preferred.
• Analytical and communication skills.
• Able to make presentations to customers.
• Life/Health insurance license (must be able to obtain, current licensees preferred).
• FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).