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

Job Description

Benefits :

401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance

Elevate Your Career as an Experienced Financial Services Representative!

Join Our Dynamic Team : At the Jeff Gottesman Agency, we are on the lookout for a talented and driven Financial Services Representative who is ready to make a significant impact in the financial landscape. In our high-performing office, you will have the opportunity to leverage your expertise to help clients navigate their financial journeys and manage everyday risks effectively.

Why Choose Us?

Empower Clients : You will play a vital role in educating clients about their financial options, helping them make informed decisions that lead to financial security and peace of mind.

Professional Development : We are committed to your growth! Our supportive environment provides ongoing training and resources to help you hone your skills and advance your career.

Collaborative Culture : Join a team of enthusiastic professionals who share your passion for excellence and customer service. Together, we celebrate successes and strive for continuous improvement.

Competitive Edge : With your analytical precision and consultative approach, you will be an invaluable resource to our clients, setting yourself apart in a competitive market.

Your Role : As a Financial Services Representative, you will be the trusted advisor our clients turn to for their financial planning needs. Your proficiency in financial products and your sales-minded approach will enable you to provide customized solutions that align with each client's unique goals.

Key Responsibilities :

Consult with clients to develop tailored financial planning and investment strategies.

Assist customers in portfolio management and asset allocation to optimize their financial outcomes.

Conduct thorough financial reviews and recommend appropriate products that meet their evolving needs.

Ensure compliance with all financial regulations to maintain the highest standards of integrity and professionalism.

What You Bring :

A minimum of 5 years of experience in the financial services industry.

Exceptional analytical and communication skills that facilitate strong client relationships.

Preferred FINRA Series 6, 63, and 65 licenses to effectively advise clients.

Are You Ready to Make a Difference? If you are a proactive, detail-oriented financial services professional looking to elevate your career while making a positive impact on clients' financial well-being, we want to hear from you! Join the Jeff Gottesman Agency, where your expertise will be valued, and your contributions will shape the future of our clients and the community.

Apply Now! Your next exciting career opportunity awaits!

Flexible work from home options available.

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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 Jeff Gottesman - State Farm Agent?

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