As a Financial Services Representative with Rob Heath State Farm office, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial ...
Quick apply
Rob Heath State Farm Agent
2 jobs near Columbus, OH
As a Financial Services Representative with Rob Heath State Farm office, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial ...
As a Customer service representative with Rob Heath State Farm, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your ...
Quick apply
As a Customer service representative with Rob Heath State Farm, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your ...
Financial Services Representative - State Farm Agent Team Member
Charlotte, NC
$40K - $85K/yr
Full-time
Posted 29 days ago
Job description
Benefits:
ROLE DESCRIPTION:
As a Financial Services Representative with Rob Heath State Farm office, 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:
- Competitive salary
- Opportunity for advancement
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative with Rob Heath State Farm office, 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 7 and 63 licenses preferred.