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Curtis Anderson State Farm Agent

8 jobs near Columbus, OH

Financial Services Representative - State Farm Agent Team Member

Curtis Anderson - State Farm Agent

Oroville, CA • Remote

Full-time

Retirement, PTO

Re-posted 1 hour ago

Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Signing bonus

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Curtis Anderson - 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.

This is a remote position.