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Financial Services Representative - State Farm Agent Team Member
Financial Services Representative - State Farm Agent Team MemberTrent Wilkins - State Farm Agent • McKinney, TX, US
Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Trent Wilkins - State Farm Agent • McKinney, TX, 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
  • Paid time off
  • Parental leave
  • Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Trent Wilkins - 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.

Flexible work from home options available.

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Financial Services Representative State Farm Agent Team Member • McKinney, TX, US

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