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Kristin Staropoli State Farm Agent

7 jobs near Columbus, OH

Registered Representative - State Farm Agent Team Member

Kristin Staropoli - State Farm Agent

Tigard, OR • On-site

$70K - $80K/yr

Full-time

Medical, PTO

Re-posted 6 days ago

Job description

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As a Registered 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 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.
QUALIFICATIONS:
  • Series 6/63/65 or 7 and SIE license (required)
  • 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.
  • High ethical standards and professionalism.