Financial Services Representative - State Farm Agent Team Member
Full Time • Conover, NC
Responsive recruiter
Benefits:
- Simple IRA
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Sig Holcomb - 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:
As a Financial Services Representative - State Farm Agent Team Member with Sig Holcomb - 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:
- 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.
Compensation: $50,000.00 - $75,000.00 per year
Our firm's mission is to be a leader in the insurance and financial services industry. We take pride in letting our customer's needs guide us as we offer sound insurance and financial advice. It is our goal to exceed our customer's expectations in every interaction.
We are located in beautiful Conover, NC. Just off I-40 in the center of North Carolina. North Carolina is one of the top 5 growth States in the United States and a great place to live.
If you have the drive, commitment, and passion to take your career to the next level we look forward to you joining our winning team.
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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Earn benefits and rewards that are second to none