Financial Services Representative - State Farm Agent Team Member
Job Description
Job Description
Benefits:
- Bonus based on performance
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
We have serviced Dawsonville and surrounding areas since 2017. We believe in taking the time to understand our clients needs and ensure they are protected against the unexpected. We bring a positive and friendly approach to insurance. We work hard but have fun doing it. We celebrate our wins and work as a team. If you want to be on a positive, hard working team, this could be a good fit. ROLE DESCRIPTION:
As a Financial Services Rep with Ryan Scott 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.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
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