Financial Services Representative - State Farm Agent Team Member
Portland - OR
Future Opening: Financial Services Representative - State Farm Agent Team Member
Full Time • Portland - OR
Benefits:
- 401(k)
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative with Chad Elder State Farm, 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:
As a Financial Services Representative with Chad Elder State Farm, 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.
- Knowledge of Auto, Home and Life Insurance.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
- Setup meetings in the existing book of business to review financial needs.
QUALIFICATIONS:
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred.
Compensation: $50,000.00 - $75,000.00 per year
Are You Driven & Ambitious?
We are a very busy office and are looking for our next great team member. We are a growing agency with big dreams and lots of potential.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- Our office is located in Portland.
- Our office is open 9-5.
Apply now and let us put you on the path to success.
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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