Financial Services Representative - State Farm Agent Team Member
Scott Tabares - State Farm Agent•Moore, OK
•$60,000 - $120,000
About The Position
As a Financial Services Representative with Scott Tabares - State Farm Agent, you will market financial products that help customers manage everyday risks. You will use your knowledge of financial products and a sales-minded, consultative approach to educate customers about their financial options. Analytical precision supports your work with customers and contributes to the agency.
Requirements
- At least 3 years of experience in financial services.
- Analytical skills.
- Communication skills.
Nice To Haves
- Series 6, Series 63, Series 65, or SIE licenses are preferred.
- SIE, Series 6, Series 63, Series 65, and other relevant certifications.
Responsibilities
- Consult customers on 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.
Benefits
- Health insurance
- Paid time off
- 401(k)
- Bonus based on performance
- Competitive salary
- Paid holidays
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
