Financial Services Representative - State Farm Agent Team Member

Benefits:

• 401(k)


• Competitive salary


• Paid time off

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Robert Bell - 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 regulati...