Financial Representative – State Farm Agent Team Member
Full Time • West Columbia, SC
Responsive recruiter
ROLE DESCRIPTION:
As a Financial Representative, you will assist the Financial Advisor to create long-term financial plans for Clients.
This opportunity is ideal for candidates with sincere interest and aptitude to work in Financial Services with emphasis on Investment Accounts. This role is client facing in person, over the phone, and through virtual meetings.
RESPONSIBILITIES:
As a Financial Representative, you will assist the Financial Advisor to create long-term financial plans for Clients.
This opportunity is ideal for candidates with sincere interest and aptitude to work in Financial Services with emphasis on Investment Accounts. This role is client facing in person, over the phone, and through virtual meetings.
RESPONSIBILITIES:
- Schedule Financial Planning Appointments
- Prepare Client Balance Sheets to Calculate Net-worth
- Create Client Profiles using Money Guide Pro Tool
- Follow-up with Clients to Set-up Investment Accounts
QUALIFICATIONS:
- 3.5 GPA or Above
- Must be able to obtain Life and Health Insurance License
- Must be able to submit and pass a background check that includes finger printing
- Comfortable interacting with clients in all settings (phone, in person, etc.)
- Training
- Training administered by Financial Advisor
BENEFITS:
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Paid Holidays
- Flexible Health Benefit plan
- Monthly Bonus Eligibility
- Advancement opportunity to become Financial Advisor
Compensation: $15.00 - $20.00 per hour
We're Hiring!
We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. If you want to work in an environment that is fun, challenging, and rewarding, then Liz Portee - State Farm Agent may be the right fit for you!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- Our office is located in West Columbia, SC.
- I have been a State Farm agent since 2012.
- Our agency has received awards including: Ambassador Travel and Legion of Honor
Apply now and let us put you on the path to success.
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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