Financial Services Consultant

4 weeks ago


Long Prairie, Minnesota, United States Kendra Delage - State Farm Agent Full time
Financial Services Representative

As a Financial Services Representative with Kendra Delage - State Farm Agent, you will play a crucial role in marketing financial products that manage everyday risks. Your expertise in financial products will enable you to provide consultative advice to customers, helping them make informed decisions about their financial options.

Key Responsibilities:
  • Provide clients with personalized financial planning and investment advice.
  • Assist clients with portfolio management and asset allocation.
  • Conduct thorough financial reviews and recommend suitable financial products.
  • Maintain compliance with relevant financial regulations.
Requirements:
  • At least 3 years of experience in financial services.
  • Strong analytical and communication skills.
  • FINRA Series 7 and 63 licenses are highly desirable.


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