What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at Michelle Wilhoit - State Farm Agent?
Benefits:
ROLE DESCRIPTION:
As a financial service specialist with Michelle Wilhoit Insurance, 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:
- Group Life insurance
- Bonus based on performance
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
ROLE DESCRIPTION:
As a financial service specialist with Michelle Wilhoit Insurance, 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.
- 3 years of experience in financial services.
- Strong analytical and communication skills.
- FINRA Series 6, 63 and 65 licenses required.
- Life & Health Insurance licenses required.
