What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at Patricia Bryson-Wink - State Farm Agent?

Job Description

Benefits :

Bonus based on performance
Paid time off
Wellness resources

ROLE DESCRIPTION :

As a Financial Services Representative - State Farm Agent Team Member with Patricia Bryson-Wink - 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 :

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 financial regulations.

QUALIFICATIONS :

Life and Health Insurance license

3 years of experience in financial services preferred.

Analytical and communication skills.

FINRA Series 7 and 63 licenses preferred.

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Financial Services Representative - State Farm Agent Team Member

What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at Patricia Bryson-Wink - State Farm Agent?

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