What are the responsibilities and job description for the Financial Professional - Series 6 & 65 licensed position at Angie Lewis - State Farm Insurance Agent?
ROLE DESCRIPTION
We are seeking a knowledgeable and driven Financial Professional who currently holds a Series 6 & 65. This role involves providing exceptional financial guidance, insurance solutions, and investment products to our customers.
RESPONSIBILITIES
- · Deliver personalized financial services including mutual funds, annuities, life and other investment products within the scope of Series 6 & 65 licenses.· Build and maintain strong client relationships through exceptional service and follow-up.· Develop and implement financial strategies tailored to client needs.· Collaborate with the agency team to support business growth and client satisfaction.· Stay current with industry trends, regulations, and product knowledge.
QUALIFICATIONS
· Active Series 6 & 65 licenses required.· Strong interpersonal and communication skills.· Self-motivated with a desire to grow within the financial services industry.· Previous experience in financial services, insurance, or investments preferred.· Commitment to ethical standards and compliance.
Benefits
- 401(k)
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development