Financial Services Representative - State Farm Agent Team Member
Full Time in Mequon, WI
Responsive recruiter
Benefits
- Hiring bonus
- Health stipend
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTIONAs a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their 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 preferred.
- Analytical and communication skills.
- FINRA Series 6/63/65 or 7 licenses will be required.
Compensation $60,000.00 - $100,000.00 per year
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none