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Financial Services Representative - State Farm Agent Team Member at Justin Hahn - State Farm Agent

Columbia, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Aug, 26

Salary

0.0

Posted On

16 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Investment Options, Portfolio Management, Asset Allocation, Financial Review, Regulatory Compliance, Analytical Skills, Communication Skills

Industry

Description

Benefits: 401(k) matching Competitive salary Opportunity for advancement Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Justin Hahn - 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. FINRA Series 7 and 63 licenses preferred.

Responsibilities

The role involves consulting customers on financial planning, investment options, and portfolio management. The representative is also responsible for conducting financial reviews and ensuring compliance with financial regulations.