Financial Services Representative - State Farm Agent Team Member

ROLE DESCRIPTION: As a {{ job.name }} with {{ account.name }}, you will successfully market the financial products that help manage everyday risks to current and future customers. Your job is to help our agency fulfill its mission to be a HERO on our customer's best and worst financial day. 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

• College Degree in Finance or related field of study, or 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6 and 63 licenses preferred. Licensing post-hire is available for college applicants with appropriate degree.