What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at David Shin - State Farm Agent?
ABOUT OUR AGENCY :
Our team of 5.5 embodies a culture of growth, resilience, and excellence. We believe "how you do something is how you do everything," and our team lives by this—some train for marathons, others pursue MMA, all driven to be the best versions of ourselves each day. Guided by core values of working in the light, failing forward, and choosing courage over comfort, we’ve built a culture that supports both personal and professional growth.
We offer unique benefits including an extra PTO day each month for hitting goals (in addition to 40 hours of PTO 40 hours of sick time), and a safe harbor 401k with a Roth option. If you’re ready to grow alongside a motivated and tight-knit team, we’d love to connect!
ROLE DESCRIPTION :
As a Financial Services Representative - State Farm Agent Team Member with David Shin - 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.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
- 1-3 years of experience in financial services preferred.
- Strong analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
QUALIFICATIONS :
Salary : $50,000 - $75,000
