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Financial Services Representative - State Farm Agent Team Member

Jessica Massey - State Farm Agent
Niles, MI Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 4/22/2025

Benefits :

  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Paid time off
  • Training & development

ROLE DESCRIPTION :

As a Financial Services Representative - State Farm Agent Team Member with Jessica Massey - 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.

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.
  • Stay updated on market trends and regulatory changes
  • Keep accurate records of all client transactions and interactions
  • QUALIFICATIONS :

  • 3 years of experience in financial services.
  • Strong analytical and communication skills.
  • FINRA Series 65, 63, & 6 or Series 7 licensed
  • Proficiency with financial software and tools
  • MoneyGuidePro experience a plus
  • Salary : $70,000 - $100,000

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