Registered Representative - State Farm Agent Team Member
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Description
Benefits:
- Bonus based on performance
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Tyler Minx - State Farm Agent, you will successfully market financial services 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 agent office.
RESPONSIBILITIES:
As a Registered Representative - State Farm Agent Team Member with Tyler Minx - State Farm Agent, you will successfully market financial services 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 agent office.
RESPONSIBILITIES:
- Provide investment options and consult on securities to customers.
- Conduct financial needs analysis and recommend investment products.
- Manage customers' portfolios and provide ongoing support.
- Stay updated on market trends and regulatory changes.
- Maintain accurate records of transactions and customer interactions.
- Ensure compliance with industry regulations and standards.
QUALIFICATIONS:
- Series 6/63/65 or SIE licenses preferred
- SIE, Series 6/63/65, and other relevant certifications
- Strong knowledge of investment products and financial markets.
- Communication and customer service skills.
- Ability to build and maintain customers relationships.
- Detail-oriented with strong analytical skills.
- Proficiency with financial software and tools.
- High ethical standards and professionalism.