Strong analytical skills for portfolio management.
Excellent communication abilities for customer interactions.
Preferred FINRA Series 6 and 63 licenses.
Responsibilities
Consult customers on financial planning and investment options.
Assist clients in managing their portfolios and asset allocation.
Conduct financial reviews and suggest suitable products.
Ensure compliance with financial regulations.
Benefits
401(k) plan availability.
401(k) matching program.
Performance-based bonuses.
Paid time off for personal use.
Ongoing training and development opportunities.
Full Job Description
Benefits:
401(k)
401(k) matching
Bonus based on performance
Paid time off
Training & development
ROLE DESCRIPTION:As a financial service specialist with JP Merk State Farm, 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:
1+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 63 licenses preferred.
Compensation: $60,000.00 - $125,000.00 per year
We're Hiring!
We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! About Our Agency
We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
Our office is located in Elyria.
Apply now and let us put you on the path to success
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
