More jobs:
Financial Services Advisor & Client Relations Pro
Job in
Chino, San Bernardino County, California, 91708, USA
Listed on 2026-11-04
Listing for:
Kristi Kim
Full Time
position Listed on 2026-11-04
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Benefits:
- $400 in medical cost reimbursement
- Simple IRA wiht 3% Match
- Opportunity for advancement
- Paid time off
- Training & development
- Bonus based on performance
ROLE
DESCRIPTION:
As a Customer Relations Representative
- State Farm Agent Team Member with Kristi Kim
- 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.
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.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred.
Apply now and let us put you on the path to success.
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