Shawn Christensen State Farm Agent

6 jobs near Columbus, OH

Financial Services Representative - State Farm Agent Team Member

Shawn Christensen - State Farm Agent

Rochester, MN • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.


Job description

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