Financial Services Representative
3 weeks ago
Job Description
As a Financial Services Representative with Phillip Williams - State Farm Agent, you will successfully market financial products that manage everyday risks. Your knowledge of financial products will reinforce your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision will make you an invaluable resource to customers and a competitive addition to a successful agency.
Responsibilities
- Provide clients with financial planning and investment advice.
- Assist clients with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
Qualifications
- 3+ years of experience in financial services.
- Strong analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
Benefits
- 401(k) matching.
- Bonus based on performance.
- Company parties.
- Competitive salary.
- Employee discounts.
- Opportunity for advancement.
- Paid time off.
- Wellness resources.
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