Financial Services Representative - State Farm Agent Team Member
Chino Hills - CA
Financial Services Representative - State Farm Agent Team Member
Full Time • Chino Hills - CA
Responsive recruiter
Replies within 24 hours
Benefits:
- $400 in medical cost reimbursement
- Simple IRA wiht 3% Match
- Opportunity for advancement
- Paid time off
- Training & development
- Bonus based on performance
ROLE DESCRIPTION:
As a Customer Relations Representative - State Farm Agent Team Member with Kristi Kim - 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.
- Series 6/63/65 or SIE licenses preferred.
Compensation: $50,000.00 - $60,000.00 per year
Apply now and let us put you on the path to success.
Compensation: $50,000.00 - $60,000.00 per year
We're Hiring!
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. If you want to work in an environment that is fun, challenging, and rewarding, then Kristi Kim - 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 Chino Hills, CA.
- I have been a State Farm agent since 1988.
- Our agency has received awards including: Ambassador Travel, Legion of Honor, Senior Vice President's Club, and Crystal Excellence Award
- Additional languages spoken: Spanish, Cantonese, and Mandarin
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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