Financial Services Advisor - Registered Representative

Sonja Davidson; Villa Rica (GA); On-site; USD 40,000 - 150,000; Full time

Job summary

State Farm is seeking a Registered Representative to join Sonja Davidson's team as a State Farm Agent Team Member in Villa Rica, Georgia. You will market financial services products, educate customers on their options, and apply a consultative approach to building risk management plans.

Responsibilities include evaluating client needs, recommending investments, maintaining client records, staying compliant with industry regulations, and keeping up with market trends.

Qualifications

• Knowledge of investment products and financial markets.
• Strong customer service mindset and communication skills.
• Ability to explain financial options and educate customers clearly.
• Analytical approach to needs analysis and portfolio reviews.
• Familiarity with compliance and industry regulations.

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.

Skills

Investment products knowledge

Customer service skills

Sales-oriented consultative approach

Analytical skills

Regulatory knowledge

Education

Series 6/63/65 or SIE licenses

SIE and other certifications

Tools

Financial software tools

CRM software

Job description

State Farm is seeking a Registered Representative to join Sonja Davidson's team as a State Farm Agent Team Member in Villa Rica, Georgia. You will market financial services products, educate customers on their options, and apply a consultative approach to building risk management plans.

Responsibilities include evaluating client needs, recommending investments, maintaining client records, staying compliant with industry regulations, and keeping up with market trends.