Jeff Marks State Farm Agent

5 jobs near Columbus, OH

Financial Services Representative - State Farm Agent Team Member

Jeff Marks - State Farm Agent

Pinole, CA • On-site

$60 - $85/hr

Other

Retirement, PTO

Posted 19 days ago


Job description

Benefits:
  • 401(k) matching
  • Opportunity for advancement
  • Paid time off
  • Training & development
ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Jeff Marks - 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. Why work here? Looking for a self driven person looking for advancement opportunities.

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.
  • Series 6/63/65 or SIE licenses preferred.
  • SIE, Series 6/63/65, and other relevant certifications.
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