What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at Ted H Heaton III - State Farm Agent?
Benefits:
- Life Insurance
- Group Retirement
- Bonus based on performance
- Competitive salary
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
ROLE DESCRIPTION
As a Financial Services Rep with Ted Heaton 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 a Financial Services Rep with Ted Heaton 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.