Financial Services Representative - State Farm Agent Team MemberRYAN SCOTT - State Farm Agent • Calhoun, Georgia, United States
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Financial Services Representative - State Farm Agent Team Member
RYAN SCOTT - State Farm Agent
- Calhoun, Georgia, United States
- Calhoun, Georgia, United States
Über
Job Description
Benefits:
- Bonus based on performance
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
ABOUT US:
We have serviced Dawsonville and surrounding areas since 2017. We believe in taking the time to understand our clients needs and ensure they are protected against the unexpected. We bring a positive and friendly approach to insurance. We work hard but have fun doing it. We celebrate our wins and work as a team. If you want to be on a positive, hard working team, this could be a good fit.
ROLE DESCRIPTION:
As a Financial Services Rep with Ryan Scott 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.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
Sprachkenntnisse
- English
Hinweis für Nutzer
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