Financial Solutions Advisor - Agency Team Member
Amykaplaninsurance
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Amy Kaplan-State Farm is seeking a Registered Representative to market financial products and educate customers on options. You will analyze needs, recommend investments, and support clients while upholding compliance standards in a busy agency environment.
The role offers a strong commission potential, bonus eligibility, and a collaborative team culture with ongoing training and career development opportunities.
Qualifications
- Series 6 or 7 license and other relevant certifications.
- Strong knowledge of investment products and financial markets.
- Excellent communication and customer service skills.
- Ability to build and maintain customer relationships.
- Detail-oriented with strong analytical skills.
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.
- Conduct presentations and seminars on investment topics.
- Maintain accurate records of transactions and customers interactions.
- Ensure compliance with industry regulations and standards.
Skills
Tools
Job description
Amy Kaplan-State Farm is seeking a Registered Representative to market financial products and educate customers on options. You will analyze needs, recommend investments, and support clients while upholding compliance standards in a busy agency environment.
The role offers a strong commission potential, bonus eligibility, and a collaborative team culture with ongoing training and career development opportunities.
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