FINANCIAL SERVICES REPRESENTATIVE - STATE FARM AGENT TEAM MEMBER
Shawn Christensen - State Farm Insurance Agent · Rochester, MN · 4 days ago
FinanceFull-time
About the role
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.
- FINRA Series 7 and 63 licenses preferred.