Financial Services Advisor - Wealth & Risk Planning

Benefits:

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Company parties
• Employee discounts
• Free food & snacks

ROLE

DESCRIPTION:

As a Financial Services Representative with Daniel Lauger State Farm, you will successfully market the financial products that manage everyday risks and grow wealth for State Farm customers. 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:

• Ability to work in a Base + Commission environment.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• Life & Health Producers License
• SIE, Series 6/63/65, and other relevant certifications.