Financial Services Representative - State Farm Agent Team Member
Full Time in Hybrid - US
Benefits
- 401(k)
- Bonus based on performance
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTIONAs a Financial Services Specialist with Jackie Davis Insurance Agency, 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. Full-time or Part-time work schedule available. 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 65 and 63 licenses, or ChFC® preferred.
Base Pay + Commission + Bonus
Flexible work from home options available.
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none