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Recently postedFull timeFinance

Financial Services Representative - State Farm Agent Team Member

Traci Plemons - State Farm AgentWoodway, Texas🇺🇸United States

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationWoodway, Texas, United States
Portfolio Management

Job description

Job Description Job Description Benefits:
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Flexible schedule
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As a Financial Service Account Manager with Traci Plemons 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, retirement 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.

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