Financial Services Representative
Location: PORTLAND, OR
Job Type: full-time
Company: Kristin Staropoli - State Farm Agency
Salary: $55000.0 - $70000.0 per year
Category: Financial Services
Job Description Apply Now
Benefits:
- Base Salary plus Commission
- SIMPLE IRA retirement match up to 3%
- PTO: 3 weeks every year with unlimited carryover
- $2k raise to base salary every 4-6 months for meeting a high level of production
- Valuable experience
- Health insurance
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - 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:
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals
- Work leads, conduct appointments, identify customer needs, and market appropriate products and services. Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses
- - if not, I can help you obtain these)
- Conduct financial reviews and recommend appropriate products.
QUALIFICATIONS:
- Bachelor's degree in finance, economics, accounting, or a related field preferred.
- Must be able to obtain relevant licenses.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication & interpersonal skills.
- Successful track record of meeting sales goals/quotas preferred.
- FINRA Series 6, 63 and 65 licenses preferred.
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