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Amy Blackwell - State Farm Agent
Financial Services Representative - State Farm Agent Team MemberAmy Blackwell - State Farm Agent • Murrieta, CA, US
Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Amy Blackwell - State Farm Agent • Murrieta, CA, US
30+ days ago
Salary
$60,000.00 yearly
Job type
  • Full-time
Job description

Benefits:

  • Supplemental Health Benefits
  • Group Life Insurance
  • SIMPLE IRA Match
  • Paid time off
  • Training & development
  • Tuition assistance
  • Bonus based on performance
  • Competitive salary
  • Free food & snacks


ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Amy Blackwell - 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:

  • 3+ years of experience in financial services.
  • Analytical and communication skills.
  • FINRA Series 7 and 63 licenses preferred.

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Financial Services Representative - State Farm Agent Team Member • Murrieta, CA, US

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