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Job description
Financial Services RepresentativeAs a Financial Services Representative with Chad Elder 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.Consult customers with financial planning and investment options.Knowledge of Auto, Home and Life Insurance.Assist customers with portfolio management and asset allocation.Conduct financial reviews and recommend appropriate products.Maintain compliance with financial regulations.Setup meetings in the existing book of business to review financial needs.3+ years of experience in financial services.Analytical and communication skills.Series 6/63/65 or SIE licenses preferred.Compensation: $50,000.00 - $75,000.00 per yearMy team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Hillsboro, OR and help customers with their insurance and financial services needs, including:Auto insuranceHome insuranceLife insuranceRetirement planningState Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Worksite address
portland, OR, 97201, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.