Liz Portee - State Farm Agent is Hiring a Financial Representative State Farm Agent Team Member Near West Columbia, SC
Job Description
Job Description
ROLE DESCRIPTION: As a Financial Representative, you will assist the Financial Advisor to create long-term financial plans for Clients. This opportunity is ideal for candidates with sincere interest and aptitude to work in Financial Services with emphasis on Investment Accounts. This role is client facing in person, over the phone, and through virtual meetings. RESPONSIBILITIES:
Schedule Financial Planning Appointments
Prepare Client Balance Sheets to Calculate Net-worth
Create Client Profiles using Money Guide Pro Tool
Follow-up with Clients to Set-up Investment Accounts
QUALIFICATIONS:
3.5 GPA or Above
Must be able to obtain Life and Health Insurance License
Must be able to submit and pass a background check that includes finger printing
Comfortable interacting with clients in all settings (phone, in person, etc.)
Training
Training administered by Financial Advisor
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Paid Holidays
Flexible Health Benefit plan
Monthly Bonus Eligibility
Advancement opportunity to become Financial Advisor