Job Description:
A Financial Services Representative with Jeff Sawyer State Farm will utilize their expertise in financial products to help customers manage everyday risks and achieve long-term financial security.
Responsibilities:
* Consult with customers to develop personalized financial plans, including insurance and investment strategies
* Assist clients with portfolio management and asset allocation to help them meet their financial goals
* Conduct financial reviews to assess clients' needs and recommend the most appropriate financial products
* Earns all activities are conducted in full compliance with financial regulations
* Build and maintain strong client relationships by offering ongoing support and guidance
Requirements:
* 3+ years of experience in financial services, with a strong focus on Life & Health insurance sales
* Strong analytical skills with the ability to create effective financial strategies for clients
* Excellent communication and interpersonal skills, with the ability to simplify complex financial concepts for clients
* FINRA Series 7 and 63 licenses preferred (or willingness to obtain)
* Insurance licenses required for Life & Health insurance products
About the Position:
* This is a remote position with a competitive compensation package that includes salary plus performance-based incentives and commissions
* Ongoing training and professional development opportunities to support your success
* The opportunity to make an impact by helping clients make informed decisions to protect their future and manage risks