Financial Services Representative - State Farm Agent Team Member

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State Farm

Financial Services Representative - State Farm Agent Team Member

Stamford, CT +51 locations
Full Time
Paid
  • Responsibilities

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

  • Locations
    Cloverdale, CA • Windsor, CA • Stamford, CT • Wilmington, DE • Panama City Beach, FL • Thomaston, GA • Gray, GA • Aiea, HI • Glenview, IL • Park Ridge, IL • Westchester, IL • Villa Park, IL • Beecher, IL • Niles, IL • Jeffersonville, IN • greenfield, IN • Topeka, KS • Donaldsonville, LA • Slidell, LA • Lafayette, LA • Baton Rouge, LA • Frederick, MD • Gladwin, MI • Charlotte, MI • Niles, MI • Spring Lake, MI • Maple Grove, MN • Arden Hills, MN • Nixa, MO • Parkville, MO • Clinton, MS • Greensboro, NC • Sylva, NC • New Albany, OH • Portland, OR • Bensalem, PA • Philadelphia, PA • West Chester, PA • Lansdale, PA • Charleston, SC • Franklin, TN • Spring Hill, TN • Maryville, TN • Memphis, TN • Lawrenceburg, TN • Coppell, TX • Dallas, TX • Arlington, TX • Mckinney, TX • San Antonio, TX • Richmond, VA • Seattle, WA