Investment Advisor & Client Solutions Specialist

Kim Mays - State Farm Agent; Stockbridge (GA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Kim Mays - State Farm Agent in Stockbridge, Georgia is seeking a Registered Representative - State Farm Agent Team Member. You'll market financial products and educate customers on their options. Strong analytical and sales skills are essential.

The role involves providing investment options, conducting financial analyses, and ensuring compliance. Candidates should possess a Series 6 or 7 license and have a strong knowledge of investment products. A competitive salary and flexible schedule are offered.

Qualifications

• Strong knowledge of investment products and financial markets.
• Ability to build and maintain customer relationships.
• High ethical standards and professionalism.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customer portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.
• Ensure compliance with industry regulations and standards.

Skills

Communication skills

Customer service skills

Detail-oriented

Analytical skills

Education

Series 6 or 7 license

Other relevant certifications

Job description

Kim Mays - State Farm Agent in Stockbridge, Georgia is seeking a Registered Representative - State Farm Agent Team Member. You'll market financial products and educate customers on their options. Strong analytical and sales skills are essential.

The role involves providing investment options, conducting financial analyses, and ensuring compliance. Candidates should possess a Series 6 or 7 license and have a strong knowledge of investment products. A competitive salary and flexible schedule are offered.