What are the responsibilities and job description for the Financial Representative State Farm Agent Team Member position at Liz Portee - State Farm Agent?
Job Description
Job Description
ROLE DESCRIPTION :
As 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 :
- 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
QUALIFICATIONS :
Training administered by Financial Advisor
BENEFITS :
