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Lori Harrison State Farm Agent

11 jobs near Columbus, OH

Financial Services Representative - State Farm Agent Team Member

Lori Harrison - State Farm Agent

Bay City, MI • On-site

$40K - $100K/yr

Full-time

PTO

Re-posted 3 days ago

Job description

Benefits:
  • Paid time off
  • Training & development
  • Bonus based on performance
  • Competitive salary

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