Financial Services Registered Representative | Growth

State Farm Agent; New York (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hiring bonus

401(k)

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

A leading insurance agency located in New York is looking for a Registered Representative - State Farm Agent Team Member. In this role, you will market financial products and provide investment options to a diverse clientele. The ideal candidate will have a strong knowledge of investment products, excellent communication skills, and the ability to build lasting customer relationships. This position offers a rewarding compensation package with strong growth potential within a fun and energetic work environment.

Qualifications

• Series 6 or 7 license and other relevant certifications are required.
• Strong knowledge of investment products and financial markets is essential.
• Excellent communication and customer service skills required.
• Ability to build and maintain strong customer relationships is necessary.
• Detail-oriented with strong analytical skills is important.
• High ethical standards and professionalism must be maintained.

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 customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

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

Education

Series 6 or 7 license and other relevant certifications

Job description

A leading insurance agency located in New York is looking for a Registered Representative - State Farm Agent Team Member. In this role, you will market financial products and provide investment options to a diverse clientele. The ideal candidate will have a strong knowledge of investment products, excellent communication skills, and the ability to build lasting customer relationships. This position offers a rewarding compensation package with strong growth potential within a fun and energetic work environment.