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Financial Services Professional

2 months ago

Fort Wayne, Indiana, United States Amanda Elam - State Farm Agent Full time
Job Overview

We are seeking a highly skilled Financial Services Representative to join our team at Amanda Elam State Farm Agent. As a key member of our agency, you will play a crucial role in marketing and selling financial products that help our customers manage everyday risks.

Key Responsibilities
  • Provide expert financial planning and investment advice to clients.
  • Assist clients with portfolio management and asset allocation to help them achieve their financial goals.
  • Conduct thorough financial reviews and recommend suitable financial products to meet clients' needs.
  • Maintain strict compliance with financial regulations and industry standards.
Requirements
  • Minimum 3 years of experience in financial services.
  • Strong analytical and communication skills to effectively engage with clients.
  • FINRA Series 7 and 63 licenses are highly preferred.