Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits :

401(k)

Bonus based on performance

Health insurance

ROLE DESCRIPTION :

As a Finacial Services Rep with Darrell Shelton State Farm, 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 6 and 66 licenses preferred.
• Florida 2-15 Life, Health, Variable Annuities License