Nicevilleneighbor

Financial Services Representative - State Farm Agent Team Member

Full Time in Niceville - FL

Replies within 24 hours

• Opportunity for advancement
• Paid time off
• Profit sharing
• Bonus based on performance

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Ryan Cabaniss - 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.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.

Compensation $55,000.00 - $75,000.00 per year

Benefits

• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development
• Bonus based on performance
• Competitive salary

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Ryan Cabaniss - 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.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.

Compensation $55,000.00 - $75,000.00 per year

Join a community of good neighbors

Make a difference in your community every day.

Gain confidence and grow your dream career.

Earn benefits and rewards that are second to none