Benefits:- Bonus based on performance
- Competitive salary
- Flexible schedule
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Henry Gordon - 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:- Provide investment options and consult 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 customers interactions.
- Ensure compliance with industry regulations and standards.
- Conduct life needs analysis with customers to supplement their investment portfolio
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.
This is a remote position.