Job Description

Benefits:

Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development Vision insurance

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Monte Folsom - 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.

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:

2+ years of experience in financial services. Analytical and communication skills. * FINRA Series 65, 6 and 63 licenses

preferred

.