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Financial Services Representative - State Farm Agent Team Member
Job in
Southport, Brunswick County, North Carolina, 28461, USA
Listed on 2026-08-17
Listing for:
Willrogersinsures
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
ROLE
DESCRIPTION:
As a Financial Services Representative
- State Farm Agent Team Member with Will Rogers
- 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.
- 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.
- SIE, Series 6/63/65, and other relevant certifications.
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