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Financial Services Representative - State Farm Agent Team Member

Jamie Anderson - State Farm Agent
locationBillings, MT, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job DescriptionBenefits:

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


ROLE DESCRIPTION:
As a Life and Financial Services Sales representative with Jamie Anderson State Farm, you will successfully market the Life andother 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.

Salary range is base salary, depending on skills, experience, and licensing, and this is in addition to bonus and commission opportunities dependent on performance and achieving sales goals.

RESPONSIBILITIES:

  • Consult customers with Life needs and financial planning and investment options.
  • Assist customers with portfolio management and asset allocation.
  • Conduct Life needs and 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 6 and 63 licenses preferred.


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