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Financial Services Representative - State Farm Agent Team Member
Financial Services Representative - State Farm Agent Team MemberRenee Hyde - State Farm Agent • Windsor, CA, US
Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Renee Hyde - State Farm Agent • Windsor, CA, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Benefits :

  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION :

As a Financial Services Representative - State Farm Agent Team Member with Renee Hyde - State Farm Agent, you will successfully sell financial products to new and existing customers. Products include but not limited to Life Insurance, Annuities, Mutual Funds, and Supplement Health products. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.

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.

    • QUALIFICATIONS :

  • 1+ years of experience in financial services.
  • Strong analytical and communication skills.
  • FINRA Series 6 and 63 licenses preferred.

    • Flexible work from home options available.

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    Representative State • Windsor, CA, US

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