Investment & Financial Services Representative

Gladwininsurance; United States; On-site; USD 60,000 - 100,000; 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

State Farm Agent Team Member Lori Harrison is seeking a Registered Representative to market financial products that manage everyday risks. You will educate customers on their financial options, applying a consultative approach and analytical precision to serve clients.

You will provide investment options, conduct needs analyses, and support ongoing client portfolios while staying current on market trends and regulatory changes.

Qualifications

• Licenses: Series 6 or 7 and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Ability to build and maintain customer 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 customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Series 6/7 license

Investment products

Customer service

Relationship building

Attention to detail

Financial software

Ethical standards

Job description

State Farm Agent Team Member Lori Harrison is seeking a Registered Representative to market financial products that manage everyday risks. You will educate customers on their financial options, applying a consultative approach and analytical precision to serve clients.

You will provide investment options, conduct needs analyses, and support ongoing client portfolios while staying current on market trends and regulatory changes.