Job Description

Benefits:

401(k) 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 Tom Conklin - 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:

3+ years of experience in financial services preferred. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. * Life & health insurance license (must be able to obtain).