Financial Representative - West Columbia, United States - Liz Portee - State Farm Agent

Liz Portee - State Farm Agent
Liz Portee - State Farm Agent
Verified Company
West Columbia, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

ROLE DESCRIPTION:

As a Financial Representative, you will assist the Financial Advisor to create long-term financial plans for Clients.


RESPONSIBILITIES:


  • Schedule Financial Planning Appointments
  • Prepare Client Balance Sheets to Calculate Networth
  • Create Client Profiles using Money Guide Pro Tool
  • Followup with Clients to Setup 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
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