Financial Services Representative
12 hours ago
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
- 3.5 GPA or above
- Ability to obtain Life and Health Insurance License
- Pass a background check, including fingerprinting
- Excellent communication and interpersonal skills
- 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
$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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