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Financial Services Representative

3 months ago

Long Prairie, United States Kendra Delage - State Farm Agent Full time
Benefits:
  • Bonus based on performance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Signing bonus
  • Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Kendra Delage - State Farm Agent,  you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes 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.