Financial Services Representative - State Farm Agent Team Member
Tamara Thompson - State Farm Agent Financial Services Representative - State Farm Agent Team Member
Description
- Company parties
- Competitive salary
- Opportunity for advancement
- Training & development
- Bonus based on performance
- Paid time off
This is a part-time position structured to support three separate agents. The schedule is 3 days a week, with a rotation between agents on a weekly basis. The compensation listed applies individually to each agent's position.
RESPONSIBILITIES:
- Build meaningful relationships by consulting with customers on financial planning and investment strategies.
- Help clients optimize their portfolios and make smart asset allocation decisions.
- Conduct thorough financial reviews to recommend products that truly benefit each individual.
- Ensure all practices align with regulatory standards, maintaining the highest level of trust and integrity.
- Bilingual in Spanish - Preferred not required
- 10+ years of experience in financial services.
- Analytical and communication skills.
- Licensed with life and health preferred.