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Financial Services Representative - State Farm Agent Team Member

Patricia Bryson-Wink - State Farm Agent
Sylva, NC Full Time
POSTED ON 1/31/2025
AVAILABLE BEFORE 5/2/2025

Job Description

Job Description

Benefits :

  • Bonus based on performance
  • Paid time off
  • Wellness resources

ROLE DESCRIPTION :

As a Financial Services Representative - State Farm Agent Team Member with Patricia Bryson-Wink - 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. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES :

  • Consult customers with financial planning and investment options.
  • Assist customers with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.

    • QUALIFICATIONS :

  • Life and Health Insurance license
  • 3 years of experience in financial services preferred.
  • Analytical and communication skills.
  • FINRA Series 7 and 63 licenses preferred.

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