ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Linda DeSpain - 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. This position could also lead to Agency Ownership but is not a condition of employment.
RESPONSIBILITIES:
- Consult customers with financial planning, banking, life insurance and investment options.
- Assist customers with brokerage and advisory portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
- This is an in-office position for the Office in Las Colinas, TX.
QUALIFICATIONS:
- 1+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 6 and 65 registrations preferred.
- Texas General Lines Life and Health License required.
