Financial Services Representative

12 hours ago


West Columbia, South Carolina, United States Liz Portee Full time
About the Role

We are seeking a highly motivated and detail-oriented Financial Representative to join our team at Liz Portee - State Farm Agent. As a Financial Representative, you will play a critical role in assisting our Financial Advisor in creating long-term financial plans for our clients.

Key Responsibilities
  • Schedule and conduct financial planning appointments with clients
  • Prepare and analyze client balance sheets to calculate net worth
  • Utilize financial planning tools to create client profiles and develop personalized financial plans
  • Follow up with clients to set up investment accounts and ensure seamless onboarding
Requirements
  • 3.5 GPA or above
  • Ability to obtain Life and Health Insurance License
  • Pass a background check, including fingerprinting
  • Excellent communication and interpersonal skills
What We Offer
  • Competitive salary plus commission/bonus structure
  • Paid time off, including vacation and personal/sick days
  • Paid holidays
  • Flexible health benefit plan
  • Monthly bonus eligibility
  • Opportunities for advancement and professional growth
Compensation

$20.00 per hour

We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. If you are passionate about helping others achieve their financial goals and are looking for a rewarding career, we encourage you to apply.



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