Financial Services Representative - State Farm Agent Team Member
26 days ago
Green Bay
Job DescriptionBenefits: • Life Insurance, • 401(k) matching, • Competitive salary, • Health insurance 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.