Financial Services Representative - State Farm Agent Team Member

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Company: Rt Shaw - State Farm Agent

Location: Seattle, WA 98115

Description:

Responsive recruiter

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance


ROLE DESCRIPTION:As a Financial Services Representative - State Farm Agent Team Member with Rt Shaw - State Farm Agent, you will successfully market the financial products that manage everyday risks and protect their future. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options and implement a financial strategy. 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.
  • FINRA Series 6 and 63 licenses preferred.


Compensation: $85,000.00 - $175,000.00 per year

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Seattle, WA and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning


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 employment decisions regarding their employees.

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