Financial Services Representative - State Farm Agent Team Member

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State Farm

Financial Services Representative - State Farm Agent Team Member

Stamford, CT +71 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
    Mesa, AZ • San Marino, CA • Oakland, CA • Arvada, CO • Colorado Springs, CO • Stamford, CT • Washington, DC • Panama City Beach, FL • Mount Dora, FL • Miami, FL • Coral Gables, FL • Winter Garden, FL • Coral Springs, FL • Thomaston, GA • Atlanta, GA • Braselton, GA • Gray, GA • Aiea, HI • Davenport, IA • Park Ridge, IL • Westchester, IL • Villa Park, IL • Hinsdale, IL • Chicago, IL • Harwood Heights, IL • Niles, IL • Farmington, IL • Carmel, IN • Prospect, KY • Gonzales, LA • Baton Rouge, LA • Cumberland, MD • Frederick, MD • Gladwin, MI • Charlotte, MI • Spring Lake, MI • Cadillac, MI • Long Prairie, MN • St Louis Park, MN • Maple Grove, MN • Nixa, MO • Parkville, MO • Fulton, MS • Madison, NC • Charlotte, NC • Conover, NC • Buffalo, NY • Sidney, OH • Springfield, OH • Mason, OH • Portland, OR • Newtown, PA • Charleston, SC • Franklin, TN • Spring Hill, TN • Nashville, TN • Maryville, TN • Bartlett, TN • The Colony, TX • Arlington, TX • Gainesville, TX • Houston, TX • San Antonio, TX • Cedar Park, TX • Lacey, WA • Tukwila, WA • Sheboygan Falls, WI • Green Bay, WI • Mequon, WI