ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Paul Sheets - 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:- Provide clients with financial planning and investment advice.
- Assist clients 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.
- Strong analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
