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Financial Representative – State Farm Agent Team Member

Full Time in West Columbia, SC

Responsive recruiter
ROLE DESCRIPTION As a Financial Representative, you will assist the Financial Advisor to create long-term financial plans for Clients.This opportunity is ideal for candidates with sincere interest and aptitude to work in Financial Services with emphasis on Investment Accounts. This role is client facing in person, over the phone, and through virtual meetings. RESPONSIBILITIES
  • Schedule Financial Planning Appointments
  • Prepare Client Balance Sheets to Calculate Net-worth
  • Create Client Profiles using Money Guide Pro Tool
  • Follow-up with Clients to Set-up Investment Accounts
QUALIFICATIONS
  • 3.5 GPA or Above
  • Must be able to obtain Life and Health Insurance License
  • Must be able to submit and pass a background check that includes finger printing
  • Comfortable interacting with clients in all settings (phone, in person, etc.)
  • Training
    • Training administered by Financial Advisor
BENEFITS
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Paid Holidays
  • Flexible Health Benefit plan
  • Monthly Bonus Eligibility
  • Advancement opportunity to become Financial Advisor
Compensación $15.00 - $20.00 per hour
Apply Now State 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.

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