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.