Financial Services Representative - State Farm Agent Team Member
Full Time in Hybrid - US
Responsive recruiter
Benefits
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
Elevate Your Career as an Experienced Financial Services Representative!
Join Our Dynamic Team At the Jeff Gottesman Agency, we are on the lookout for a talented and driven Financial Services Representative who is ready to make a significant impact in the financial landscape. In our high-performing office, you will have the opportunity to leverage your expertise to help clients navigate their financial journeys and manage everyday risks effectively.
Why Choose Us?
- Empower Clients You will play a vital role in educating clients about their financial options, helping them make informed decisions that lead to financial security and peace of mind.
- Professional Development We are committed to your growth! Our supportive environment provides ongoing training and resources to help you hone your skills and advance your career.
- Collaborative Culture Join a team of enthusiastic professionals who share your passion for excellence and customer service. Together, we celebrate successes and strive for continuous improvement.
- Competitive Edge With your analytical precision and consultative approach, you will be an invaluable resource to our clients, setting yourself apart in a competitive market.
Your Role As a Financial Services Representative, you will be the trusted advisor our clients turn to for their financial planning needs. Your proficiency in financial products and your sales-minded approach will enable you to provide customized solutions that align with each client's unique goals. Key Responsibilities
- Consult with clients to develop tailored financial planning and investment strategies.
- Assist customers in portfolio management and asset allocation to optimize their financial outcomes.
- Conduct thorough financial reviews and recommend appropriate products that meet their evolving needs.
- Ensure compliance with all financial regulations to maintain the highest standards of integrity and professionalism.
What You Bring
- A minimum of 5 years of experience in the financial services industry.
- Exceptional analytical and communication skills that facilitate strong client relationships.
- Preferred FINRA Series 6, 63, and 65 licenses to effectively advise clients.
Are You Ready to Make a Difference? If you are a proactive, detail-oriented financial services professional looking to elevate your career while making a positive impact on clients' financial well-being, we want to hear from you! Join the Jeff Gottesman Agency, where your expertise will be valued, and your contributions will shape the future of our clients and the community. Apply Now! Your next exciting career opportunity awaits!
Flexible work from home options available.
Compensation $65,000.00 - $85,000.00 per year
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none