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Financial Services Representative - State Farm Agent Team Member

James Boruff - State Farm Agent
Hialeah, FL Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 3/31/2025

Job Description

Job Description

Benefits :

  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Free food & snacks
  • Free uniforms
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION :

As a Financial Services Sales Rep with James Boruff Insurance and Financial Services 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.
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