Financial Services Representative - State Farm Agent Team Member
Posted Updated
Isabel Thao Nguyen - State Farm Agent Financial Services Representative - State Farm Agent Team Member
Description
Benefits:
- Life Insurance
- Bonus based on performance
- Opportunity for advancement
- Paid time off
- Parental leave
- Training & development
ROLE DESCRIPTION:
As a Financial Advisor with Isabel Nguyen State Farm 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:
As a Financial Advisor with Isabel Nguyen State Farm 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.
- Analytical and communication skills.
- Active SIE, Series 6, Series 63 and Series 65.
WHAT WE OFFER:
- Base salary + commission
- An existing book of business
- In-person role with strong growth potential
- Supportive team and positive work environment
If you're passionate about helping clients with their financial planning, we want to meet you!