Investment Advisor & Client Solutions Specialist
Jeffrey Spillane - State Farm Agent
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
Jeffrey Spillane - State Farm Agent seeks a Registered Representative - State Farm Agent Team Member in Town of Fishkill, NY. The role involves marketing financial products and assisting customers in navigating their financial options with expertise.
The ideal candidate will hold a Series 6 or 7 license, possess strong investment knowledge, and demonstrate excellent customer and analytical skills. This position offers opportunities for advancement and competitive salary.
Qualifications
- Must hold a Series 6 or 7 license.
- Strong knowledge of investment products and financial markets is essential.
- Excellent communication and customer service skills are necessary.
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
Education
Tools
Job description
Jeffrey Spillane - State Farm Agent seeks a Registered Representative - State Farm Agent Team Member in Town of Fishkill, NY. The role involves marketing financial products and assisting customers in navigating their financial options with expertise.
The ideal candidate will hold a Series 6 or 7 license, possess strong investment knowledge, and demonstrate excellent customer and analytical skills. This position offers opportunities for advancement and competitive salary.
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