Risk Management Advisor

1 week ago


Franklin, Wisconsin, United States James Bild - State Farm Agent Full time
Job Summary

We are seeking an experienced Financial Services Representative to join our team at James Bild - State Farm Agent. As a key member of our team, you will be responsible for delivering exceptional customer service and providing expert advice on financial products and services.


Compensation

The annual salary range for this position is $80,000 - $120,000, depending on experience and performance.


Key Tasks
  • Conduct initial consultations with clients to understand their financial goals and objectives.
  • Recommend and sell financial products that meet client needs.
  • Monitor client portfolios and adjust as necessary to optimize returns.
  • Maintain accurate records and reports to track client progress.

Requirements and Qualifications
  • At least 3 years of experience in financial services or a related field.
  • Strong analytical and problem-solving skills.
  • Possession of FINRA Series 7 and 63 licenses is highly desirable.

Benefits and Perks
  • Flexible work arrangements, including remote work options.
  • Ongoing training and professional development opportunities.
  • A comprehensive benefits package, including paid time off and health insurance.


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