Financial Services Representative - State Farm Agent Team MemberAs a Financial Services Representative - State Farm Agent Team Member with Julie Montenegro - 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.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.Compensation: $50,000.00 per yearMy 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 Los Angeles, CA and help customers with their insurance and financial services needs, including:Auto insuranceHome insuranceLife insuranceRetirement planningState 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.
Financial Services Representative - State Farm Agent Team Member in los angeles at Unknown Company
This position is listed as contract and onsite.