Financial Services Representative - State Farm Agent Team Member
Full Time • San Marino, CA
Responsive recruiter
Replies within 24 hours
Benefits:
- Simple IRA
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their 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 Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their 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:
- Experience in financial services preferred.
- Analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
- Ability to relate to a customer.
- Goal-oriented and motivated by achieving measurable results.
Compensation: $90,000.00 - $135,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in San Marino, CA and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
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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