What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at Darrell Shelton - State Farm Agent?
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:
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