Vacancy Description
ROLE DESCRIPTION:
As a Financial Services Rep with Sara Thomas State Farm, 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 2+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 63 licenses required.
As an Agent Team Member, you will receive...
As a Financial Services Rep with Sara Thomas State Farm, 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 2+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 63 licenses required.
As an Agent Team Member, you will receive...
- Simp...
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