Financial Services Representative - State Farm Agent Team Member

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State Farm

Financial Services Representative - State Farm Agent Team Member

New Windsor, NY +36 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
    Washington, DC • Wilmington, DE • Niceville, FL • Gainesville, FL • Thomaston, GA • Atlanta, GA • Gray, GA • Aiea, HI • Westchester, IL • Villa Park, IL • Beecher, IL • Niles, IL • Glenview, IL • Grayson, KY • Donaldsonville, LA • Baton Rouge, LA • Frederick, MD • Charlotte, MI • Muskegon, MI • Long Prairie, MN • St Louis Park, MN • Arden Hills, MN • Parkville, MO • New Windsor, NY • Canandaigua, NY • Edmond, OK • Lake Oswego, OR • Portland, OR • Franklin, TN • Dallas, TX • Leander, TX • San Antonio, TX • Portsmouth, VA • Richmond, VA • Franklin, WI • Little Chute, WI