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Financial Services Representative - State Farm Agent Team Member

Rt Shaw - State Farm Agent
Seattle, WA Full Time
POSTED ON 4/9/2025
AVAILABLE BEFORE 5/6/2025

Job Description

Job Description

Benefits :

  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

ROLE DESCRIPTION :

As a Financial Services Representative - State Farm Agent Team Member with Rt Shaw - State Farm Agent, you will successfully market the financial products that manage everyday risks and protect their future. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options and implement a financial strategy. 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 :

  • 3 years of experience in financial services.
  • Analytical and communication skills.
  • FINRA Series 6 and 63 licenses preferred.
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    Job openings at Rt Shaw - State Farm Agent

    Rt Shaw - State Farm Agent
    Hired Organization Address Seattle, WA Full Time
    Benefits : Bonus based on performance Competitive salary Dental insurance Flexible schedule Health insurance Opportunity...

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