Giovanni Monaco State Farm Agent

1 job near Columbus, OH

Financial Services Representative - State Farm Agent Team Member

Giovanni Monaco - State Farm Agent

San Diego, CA • On-site

$50 - $70/hr

Other

Retirement, PTO

Re-posted 19 days ago


Job description

Benefits
  • 401(k) matching
  • Bonus based on performance
  • Paid time off
  • Training & development
Role Description

As a Financial Services Representative - State Farm Agent Team Member with Giovanni Monaco - 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.
  • Life, Health, & Accident license preferred.
  • FINRA Series 6, 63, 65 licenses preferred.
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