Investment & Financial Needs Advisor - Flexible Schedule

Timothysawyerinsurance; Greenville (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Teledoc services

Group life insurance

401(k) matching

Bonus based on performance

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

A financial services firm in Greenville, NC, is seeking a Registered Representative - State Farm Agent Team Member. In this full-time role, you will market financial products to customers and provide consultations on investment opportunities. Ideal candidates must possess strong analytical and communication skills, have relevant licenses, and be detail-oriented. The company offers a competitive salary range of $45,000 to $65,000 per year with benefits including flexible schedules and opportunities for advancement.

Qualifications

• Strong knowledge of investment products and financial markets.
• Detail-oriented with strong analytical skills.
• High ethical standards and professionalism.

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

Skills

Communication skills

Customer service skills

Detail-oriented

Analytical skills

Relationship building

Education

Series 6/63/65 or 7 license

Job description

A financial services firm in Greenville, NC, is seeking a Registered Representative - State Farm Agent Team Member. In this full-time role, you will market financial products to customers and provide consultations on investment opportunities. Ideal candidates must possess strong analytical and communication skills, have relevant licenses, and be detail-oriented. The company offers a competitive salary range of $45,000 to $65,000 per year with benefits including flexible schedules and opportunities for advancement.