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Financial Services Representative

1 month ago

West Columbia, South Carolina, United States Liz Portee Full time
Financial Representative Role

As a Financial Representative, you will collaborate with our Financial Advisor to develop long-term financial plans for clients. This opportunity is ideal for individuals with a genuine interest in and aptitude for working in Financial Services, with a focus on Investment Accounts.

Key Responsibilities:
  • Schedule financial planning appointments with clients
  • Prepare client balance sheets to calculate net worth
  • Create client profiles using the Money Guide Pro tool
  • Follow up with clients to set up investment accounts
Qualifications:
  • 3.5 GPA or above
  • Ability to obtain Life and Health Insurance License
  • Ability to pass a background check, including fingerprinting
  • Comfortable interacting with clients in various settings (phone, in-person, etc.)
Benefits:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Paid holidays
  • Flexible health benefit plan
  • Monthly bonus eligibility
  • Advancement opportunity to become Financial Advisor

Compensation: $20.00 per hour

We are an established, growth-oriented agency with a team of highly motivated individuals. Our agency is committed to excellence and personal achievement. If you are looking for a fun, challenging, and rewarding work environment, then Liz Portee - State Farm Agent may be the right fit for you.

About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
  • Our office is located in West Columbia, SC.
  • We have received awards, including Ambassador Travel and Legion of Honor.