What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at Sara Thomas - State Farm Agent?
ROLE DESCRIPTION:
As a Financial Services Rep with Sara Thomas 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 2 years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 63 licenses required.
As an Agent Team Member, you will receive...
As a Financial Services Rep with Sara Thomas 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 2 years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 63 licenses required.
As an Agent Team Member, you will receive...
- Simple IRA
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Valuable experience
- Growth potential/Opportunity for advancement within my agency
Compensation: $75,000.00 - $100,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Tyler, MN and help customers with their insurance and financial service's needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Benefits:
Vacation & Paid Time Off, 401K Plan, Paid HolidaysSalary : $75,000 - $100,000