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Financial Services Representative - State Farm Agent Team Member

Mike Brewer - State Farm Agent
Posted 2 months ago, valid for 17 days
Location

Fort Worth, TX 76198, US

Salary

Competitive

Contract type

Full Time

Health Insurance
Paid Time Off

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Sonic Summary

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  • Mike Brewer State Farm is seeking a financial service representative with a competitive salary and benefits including health and dental insurance.
  • The role requires a minimum of 3 years of experience in financial services, along with strong analytical and communication skills.
  • Responsibilities include consulting customers on financial planning, assisting with portfolio management, and conducting financial reviews.
  • Candidates with FINRA Series 7 and 63 licenses are preferred, enhancing their ability to educate customers on financial options.
  • This position offers opportunities for advancement and performance-based bonuses.
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Vision insurance
ROLE DESCRIPTION:
As a financial service rep with Mike Brewer 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.
QUALIFICATIONS:
  • 3+ years of experience in financial services.
  • Analytical and communication skills.
  • FINRA Series 7 and 63 licenses preferred.



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