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Dan Simmons State Farm Agent

10 jobs near Columbus, OH

Financial Services Representative - State Farm Agent Team Member

Dan Simmons - State Farm Agent

Hastings, MI • Remote

$60K - $80K/yr

Full-time

Retirement, PTO

Re-posted 26 days ago

Job description

Benefits:
  • Simple IRA
  • Salary Plus Commission
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

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