What are the responsibilities and job description for the Financial Services Professional position at State Farm Agent?
ROLE DESCRIPTION:
As a Financial Services Specialist with the Ramey El-Abu Insurance Agency, 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:
- 3 years of experience in financial services.
- 2 years of experience in financial planning preferred.
- Analytical and communication skills.
- FINRA Series 6 and 65 licenses preferred.
