What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at Kristi Kim - State Farm Agent?
Benefits:
We're Hiring!
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. If you want to work in an environment that is fun, challenging, and rewarding, then Kristi Kim - State Farm Agent may be the right fit for you!
About Our Agency
ROLE DESCRIPTION:
As a Customer Relations Representative - State Farm Agent Team Member with Kristi Kim - 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:
QUALIFICATIONS:
Compensation: $50,000.00 - $60,000.00 per year
Apply now and let us put you on the path to success.
- $400 in medical cost reimbursement
- Simple IRA wiht 3% Match
- Opportunity for advancement
- Paid time off
- Training & development
- Bonus based on performance
We're Hiring!
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. If you want to work in an environment that is fun, challenging, and rewarding, then Kristi Kim - State Farm Agent may be the right fit for you!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- Our office is in Chino Hills, CA.
- I have been a State Farm Insurance Company since 1988.
- Our agency has received awards including; Ambassador Travel, Legion of Honor, Senior Vice President's Club, and Crystal Excellence Award
- Additional languages spoken: English, Spanish, and Korean
ROLE DESCRIPTION:
As a Customer Relations Representative - State Farm Agent Team Member with Kristi Kim - 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:
- 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.
- Series 6/63/65 or SIE licenses preferred.
Compensation: $50,000.00 - $60,000.00 per year
Apply now and let us put you on the path to success.
Salary : $50,000 - $60,000