nicevilleneighborTallahassee, FL
Financial Services Advisor - Growth & Client Impact
$55,000.00 - $75,000.00 per year
Apply (opens in a new tab)Financial Services Advisor - Growth & Client Impact
Financial Services Advisor - Growth & Client Impact
nicevilleneighborTallahassee, FL
2 days ago
$55,000.00 - $75,000.00 per year
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInsurance Sales Agents
Insurance Agencies and BrokeragesAll Other Insurance Related ActivitiesPortfolio Management and Investment Advice
Apply for this role (opens in a new tab)Full Time in Crestview - FL
Opportunity for advancement
Paid time off
Profit sharing
Bonus based on performance
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Ryan Cabaniss - 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.
Compensation $55,000.00 - $75,000.00 per year Financial Services Representative - State Farm Agent Team Member Full Time in Crestview - FL
Responsive recruiter Benefits Opportunity for advancement
Paid time off
Profit sharing
Training & development
Bonus based on performance
Competitive salary
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Ryan Cabaniss - 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.
Compensation $55,000.00 - $75,000.00 per year
Apply Now 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 employmentdecisions regarding their employees.
Join a community of good neighbors Make a difference in your community every day.
Gain confidence and grow your dream career.
Earn benefits and rewards that are second to none
Also on the board Same function, level within a rung
Level
Mid
Salary
$55,000.00 - $75,000.00 per year
Location
Tallahassee, FL
Occupation
Personal Financial Advisors
Industry
Insurance Agencies and Brokerages
Posted
2 days ago