Financial Services Representative - State Farm Agent Team Member

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State Farm

Financial Services Representative - State Farm Agent Team Member

Bronx, NY +83 locations
Full Time
Paid
  • Responsibilities

    ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Paul Sheets - 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.

  • Locations
    Maumelle, AR • Mesa, AZ • San Marino, CA • Garden Grove, CA • Napa, CA • Windsor, CA • Arvada, CO • Colorado Springs, CO • Washington, DC • Panama City Beach, FL • Mount Dora, FL • Miami, FL • Coral Gables, FL • Winter Garden, FL • Coral Springs, FL • Covington, GA • Thomaston, GA • Atlanta, GA • Gray, GA • Aiea, HI • Davenport, IA • Boise, ID • Park Ridge, IL • Huntley, IL • Westchester, IL • Villa Park, IL • Chicago, IL • Harwood Heights, IL • Niles, IL • Farmington, IL • Aurora, IL • Carmel, IN • Jeffersonville, IN • Prospect, KY • Gonzales, LA • Baton Rouge, LA • Ellicott City, MD • Frederick, MD • Ann Arbor, MI • Gladwin, MI • Big Rapids, MI • Spring Lake, MI • Long Prairie, MN • St Louis Park, MN • Maple Grove, MN • Nixa, MO • Fulton, MS • Goldsboro, NC • Rocky Mount, NC • Roanoke Rapids, NC • Conover, NC • Asheville, NC • Bronx, NY • Ronkonkoma, NY • Buffalo, NY • Columbus, OH • Elyria, OH • Sidney, OH • Springfield, OH • Mason, OH • Tigard, OR • Mount Pocono, PA • Newtown, PA • Philadelphia, PA • Lexington, SC • Sioux Falls, SD • Sturgis, SD • Maryville, TN • Memphis, TN • Bartlett, TN • Gainesville, TX • Houston, TX • New Braunfels, TX • San Antonio, TX • Austin, TX • Saginaw, TX • Fairfax, VA • Virginia Beach, VA • Lacey, WA • Sheboygan Falls, WI • Green Bay, WI • Mequon, WI