What are the responsibilities and job description for the Financial Services Representative position at Jeff Herman - State Farm Agent?
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Training & development
- Tuition assistance
Join Our Team as a Financial Services Representative with Jeff Herman - State Farm Agent
Are you a motivated and customer-focused professional with 3 years of experience in financial services? Do you have a passion for helping individuals and families secure their financial future? If so, we invite you to join Jeff Herman - State Farm Agent as a Financial Services Representative, where you'll play a key role in marketing tailored financial products that help manage everyday risks and achieve long-term goals.
In this dynamic role, you will work closely with the agent and our dedicated team to understand customer needs and deliver personalized solutions in retirement planning, college funding, wealth management, and insurance-based financial products. Your strong communication and presentation skills will enable you to build lasting relationships within the community and guide clients toward confident financial decisions.
What You'll Do:
- Consult with customers on comprehensive financial planning and investment options to meet their unique goals.
- Assist clients with portfolio management and asset allocation strategies that align with their risk tolerance and objectives.
- Conduct thorough financial reviews and recommend appropriate products that protect and grow their wealth.
- Collaborate with the Agent to develop effective strategies for financial planning meetings.
- Ensure all activities comply with financial regulations and industry standards.
What We're Looking For:
- 3 years of experience in financial services, demonstrating your expertise and commitment to client success.
- Life and health insurance licenses achieved or in progress, with FINRA Series 65, 6, and 63 licenses preferred.
- Exceptional analytical skills combined with the ability to communicate complex financial concepts clearly and confidently.
- A genuine passion for helping others protect their financial future and achieve peace of mind.
If you're ready to make a meaningful impact and grow your career in a supportive, client-centered environment, we want to hear from you. Join Jeff Herman - State Farm Agent and help shape the financial well-being of our community