18 Financial Representative – State Farm Agent Team Member Jobs in West Columbia, SC
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Financial Representative – State Farm Agent Team Member
$61k-87k (estimate)
Full Time | Insurance
1 Week Ago
State Farm Agent is Hiring a Financial Representative – State Farm Agent Team Member Near West Columbia, SC
Role DescriptionAs a Financial Representative, you will assist the Financial Advisor to create long-term financial plans for Clients.
This opportunity is ideal for candidates with sincere interest and aptitude to work in Financial Services with emphasis on Investment Accounts. This role is client facing in person, over the phone, and through virtual meetings.
Responsibilities
We're Hiring!We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. If you want to work in an environment that is fun, challenging, and rewarding, then Liz Portee - State Farm Agent may be the right fit for you!
About Our Agency
This opportunity is ideal for candidates with sincere interest and aptitude to work in Financial Services with emphasis on Investment Accounts. This role is client facing in person, over the phone, and through virtual meetings.
Responsibilities
- Schedule Financial Planning Appointments
- Prepare Client Balance Sheets to Calculate Net-worth
- Create Client Profiles using Money Guide Pro Tool
- Follow-up with Clients to Set-up Investment Accounts
- 3.5 GPA or Above
- Must be able to obtain Life and Health Insurance License
- Must be able to submit and pass a background check that includes finger printing
- Comfortable interacting with clients in all settings (phone, in person, etc.)
- Training
- Training administered by Financial Advisor
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Paid Holidays
- Flexible Health Benefit plan
- Monthly Bonus Eligibility
- Advancement opportunity to become Financial Advisor
We're Hiring!We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. If you want to work in an environment that is fun, challenging, and rewarding, then Liz Portee - State Farm Agent may be the right fit for you!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- Our office is located in West Columbia, SC.
- I have been a State Farm agent since 2012.
- Our agency has received awards including: Ambassador Travel and Legion of Honor
Job Summary
JOB TYPE
Full Time
INDUSTRY
Insurance
SALARY
$61k-87k (estimate)
POST DATE
06/10/2024
EXPIRATION DATE
07/03/2024
WEBSITE
craigevans.net
HEADQUARTERS
Tyrone, GA
SIZE
<25
INDUSTRY
Insurance
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