As a Financial Services Representative - State Farm Agent Team Member with Maggie Dunagan - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your ...
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Maggie Dunagan State Farm Agent
1 job near Columbus, OH
As a Financial Services Representative - State Farm Agent Team Member with Maggie Dunagan - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your ...
Financial Services Representative - State Farm Agent Team Member
Sioux City, IA • On-site
Full-time
Posted 14 days ago
Job description
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Maggie Dunagan - 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:
As a Financial Services Representative - State Farm Agent Team Member with Maggie Dunagan - 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.
- 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.