Hybrid Investment & Insurance Advisor
Jose Herrera - State Farm Agent
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Benefits offered by this job
Job summary
Jose Herrera - State Farm Agent is seeking a Registered Representative to join the team in a Full Time Hybrid role in the US. You will market and provide State Farm’s insurance and financial products, guide clients through applications, and ensure regulatory compliance while delivering strong service and financial stewardship.
The role emphasizes investment knowledge, licensing (SIE, Series 6/63 or 7), and building lasting client relationships to support growth.
Qualifications
- Strong knowledge of investment products and financial markets.
- Excellent communication and customer service skills.
- Ability to build and maintain customer relationships.
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 customer interactions.
- Ensure compliance with industry regulations and standards.
Skills
Tools
Job description
Jose Herrera - State Farm Agent is seeking a Registered Representative to join the team in a Full Time Hybrid role in the US. You will market and provide State Farm’s insurance and financial products, guide clients through applications, and ensure regulatory compliance while delivering strong service and financial stewardship.
The role emphasizes investment knowledge, licensing (SIE, Series 6/63 or 7), and building lasting client relationships to support growth.
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