Investment & Financial Planning Representative — Flexible Schedule

Lori Harrison - State Farm Agent; Bay City (MI); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Lori Harrison - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on options. You will apply a consultative, sales-minded approach while maintaining accurate records and staying compliant with regulations.

The role emphasizes investment product knowledge, client portfolio management, and ongoing customer support, with opportunities for advancement and a flexible schedule at a State Farm agency.

Qualifications

• Series 6 or 7 license and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Communication and customer service skills.
• Ability to build and maintain customers relationships.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• 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.
• Conduct presentations and seminars on investment topics.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

Skills

Investment products

Customer service

Communication

Analytical skills

Financial software

Relationship building

Ethical professionalism

Tools

Financial software

Job description

Lori Harrison - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on options. You will apply a consultative, sales-minded approach while maintaining accurate records and staying compliant with regulations.

The role emphasizes investment product knowledge, client portfolio management, and ongoing customer support, with opportunities for advancement and a flexible schedule at a State Farm agency.