Responsive recruiter Replies within 24 hours Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Deidre Fresquez - 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.
• SIE, Series 6/63/65, and other relevant certifications.

This is a remote position.

Compensation: $60,000.00 - $80,000.00 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 Gainesville, GA and help customers with their insurance and financial services needs, including: 

• Auto insurance
• Home insurance
• Life insurance
• Health 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.

Join a community of good neighbors

Make a difference in your community every day Gain confidence and grow your career Earn benefits and rewards that are second to none

3+ years financial services experience; analytical and communication skills; Series 6/63/65 or SIE licenses preferred; relevant certifications.

Key Responsibilities

• consulting customers
• managing portfolios
• conducting financial reviews

Job Details

• Category: Sales
• Seniority: Mid Level
• Commitment: Full Time
• Workplace: Remote — United States
• Salary: USD 60,000 – 80,000 / year
• Languages: English

Benefits

• 401k matching
• Generous paid time off
• Retirement plan

About Deidre Fresquez - State Farm Agent

A State Farm agency helping customers manage risks and plan for retirement. — Industry: Finance

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