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Financial Services Representative - State Farm Agent Team Member
Financial Services Representative - State Farm Agent Team MemberClifton Ourso Jr - State Farm Agent • Baton Rouge, LA, US
Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Clifton Ourso Jr - State Farm Agent • Baton Rouge, LA, US
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  • serp_jobs.job_card.full_time
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Benefits :
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Signing bonus
  • Training & development
  • ROLE DESCRIPTION :

    As a Financial Services Representative - State Farm Agent Team Member with Clifton Ourso Jr - 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 :

    • 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 :

    • 3+ years of experience in financial services.
    • Strong analytical and communication skills.
    • FINRA Series 7 and 63 licenses preferred.
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    Representative State • Baton Rouge, LA, US

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