As a Financial Service Representative with the Josh Bodner Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products ...
Quick apply
Josh Bodner State Farm Agent
2 jobs near Columbus, OH
As a Financial Service Representative with the Josh Bodner Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products ...
As a Sales Account Representative for the Josh Bodner Agency, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and ...
Quick apply
As a Sales Account Representative for the Josh Bodner Agency, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and ...
Financial Services Representative - State Farm Agent Team Member
Blue Springs, MO • On-site
Full-time
Medical, Dental, Retirement
Re-posted 7 days ago
Job description
Benefits:
ROLE DESCRIPTION:
As a Financial Service Representative with the Josh Bodner Agency, 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:
- 401(k)
- 401(k) matching
- Competitive salary
- Dental insurance
- Health insurance
ROLE DESCRIPTION:
As a Financial Service Representative with the Josh Bodner Agency, 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.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 6,63 and 65 licenses preferred.