Financial Services Representative - State Farm Agent Team Member

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State Farm

Financial Services Representative - State Farm Agent Team Member

Stamford, CT +57 locations
Full Time
Paid
  • Responsibilities

    Benefits:

    Simple IRA

    Bonus based on performance

    Competitive salary

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Paid time off

    Training & development

    ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

    RESPONSIBILITIES:

    Consult customers with financial planning and investment options.

    Assist customers with portfolio management and asset allocation.

    Conduct financial reviews and recommend appropriate products.

    Maintain compliance with state regulations.

    QUALIFICATIONS:

    Prior experience in financial services preferred.

    Analytical and communication skills.

    Able to make presentations to customers.

    Life/Health insurance license (must be able to obtain, current licensees preferred).

    FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).

  • Locations
    San Marino, CA • Windsor, CA • Carlsbad, CA • Arvada, CO • Colorado Springs, CO • Stamford, CT • Wilmington, DE • Panama City Beach, FL • Jupiter, FL • Winter Garden, FL • Braselton, GA • Aiea, HI • Glenview, IL • Park Ridge, IL • Huntley, IL • Westchester, IL • Villa Park, IL • Hinsdale, IL • Chicago, IL • Niles, IL • Farmington, IL • Aurora, IL • Carmel, IN • Jeffersonville, IN • Slidell, LA • Lafayette, LA • Baton Rouge, LA • Frederick, MD • Gladwin, MI • Charlotte, MI • Spring Lake, MI • Cadillac, MI • St Louis Park, MN • Maple Grove, MN • Arden Hills, MN • Parkville, MO • Madison, NC • Charlotte, NC • Conover, NC • Montclair, NJ • Sidney, OH • Springfield, OH • Mason, OH • Lake Oswego, OR • Charleston, SC • Brentwood, TN • Franklin, TN • Spring Hill, TN • Maryville, TN • Memphis, TN • The Colony, TX • Arlington, TX • San Antonio, TX • Cedar Park, TX • Tukwila, WA • Sheboygan Falls, WI • Green Bay, WI