Robert Reed - State Farm Agent

Financial Services Representative - State Farm Agent Team Member


Pay$35000.00 - $175000.00 / year
LocationNapa/California
Employment typeFull-Time
  • Job Description

      Req#: 3172684
      Benefits:
      • Bonus based on performance
      • Competitive salary
      • Flexible schedule
      • Paid time off
      • Training & development
      ROLE DESCRIPTION:
      As a Financial Services Representative with Robert Reed 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.
      • Assist customers with portfolio management and asset allocation.
      • Conduct financial reviews and recommend appropriate products.
      • Maintain compliance with financial regulations.
      QUALIFICATIONS:
      • 3+ years of experience in financial services.
      • Analytical and communication skills.
      • FINRA Series 7 and 63 licenses preferred.

      This is a remote position.

  • About the company

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