Financial Services Representative

Job overview

The Financial Services Representative role is onsite in Miami, FL, with compensation of $48,000–$90,000 per year. Rick Burke’s State Farm agency helps customers consider financial products for managing everyday risks. The representative consults with customers about financial planning and investment options, supports portfolio and asset-allocation discussions, and conducts financial reviews to recommend appropriate products. The role also maintains compliance with financial regulations.

What you'll do

• Consult customers on financial planning and investment options
• assist with portfolio management and asset allocation
• conduct financial reviews and recommend appropriate products
• maintain compliance with financial regulations.

What we're looking for

Skills & competencies

financial services representative

financial products

financial planning

investment options

portfolio management

asset allocation

customer consultation

miami fl

rick burke state farm agent

$48k–$90k/year

health insurance

401(k) matching

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance
• opportunity for advancement
• paid time off
• 401(k) matching
• performance-based bonus
• flexible schedule.

Why this role

Performance-based bonus opportunity; Series 6, 63, 65, or SIE licenses preferred.

About the employer

Rick Burke - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.