Andrew Wagner State Farm Agent

3 jobs near Columbus, OH

Financial Services Representative - State Farm Agent Team Member

Andrew Wagner - State Farm Agent

Lakeville, MN

$50K - $100K/yr

Full-time

PTO

Posted 25 days ago


Job description

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off

ROLE DESCRIPTION:
As a Financial Services Representative with Andrew Wagner's State Farm office, 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 6 and 63 licenses preferred.