FINRA Series 7 and 63 licenses preferred but not required.
Responsibilities
Consult customers on financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Present professionally in virtual meetings with customers.
Provide accurate customer service for inquiries about insurance and billing.
Develop leads and schedule appointments to identify customer needs.
Benefits
401(k) matching
Bonus based on performance
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Profit sharing
Training & development
Full Job Description
Responsive recruiter
Benefits:
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Profit sharing
Training & development
Wellness resources
ROLE DESCRIPTION:As a Financial Services Representative - State Farm Agent Team Member with Ron Mathai - 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.
Ability to present themselves professionally in virtual meetings to our customers.
QUALIFICATIONS:
1+ years of experience in banking, credit union, or financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred but not required.
Compensation: $80,000.00 - $110,000.00 per year
We're Hiring!
We are a growing agency with big dreams and lots of potential. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our team is comprised of results-oriented individuals that are serious about their development. If you want to work in an environment that is fun, challenging, and rewarding, then Ron Mathai - State Farm Agent may be the right fit for you! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. Come work with an energetic, fun team at Ron Mathai - State Farm Agent!
