Financial Services

Location: PORTLAND, OR, 97223
Salary: $55000.0 - $70000.0/year
Experience: 1 Year(s)

Benefits:

• Base Salary plus Commission
• SIMPLE IRA retirement match up to 3%
• PTO: 3 weeks every year with unlimited carryover
• 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.

If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.