Investment & Insurance Advisor – Client Growth Path

Timothysawyerinsurance; New Bern (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

Opportunity for advancement

Paid time off

Job summary

An insurance agency in New Bern, NC is seeking a Registered Representative - State Farm Agent Team Member. In this full-time role, you will market financial products, conduct needs analysis, and manage customer portfolios. Ideal candidates should possess a Series 6/63/65 or 7 license and have strong analytical, communication, and customer service skills. Compensation ranges from $45,000 to $65,000 annually. Apply now to join a team dedicated to improving lives in the community.

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.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Communication skills

Customer service skills

Analytical skills

Detail-oriented

Relationship building

Education

Series 6/63/65 or 7 license

Job description

An insurance agency in New Bern, NC is seeking a Registered Representative - State Farm Agent Team Member. In this full-time role, you will market financial products, conduct needs analysis, and manage customer portfolios. Ideal candidates should possess a Series 6/63/65 or 7 license and have strong analytical, communication, and customer service skills. Compensation ranges from $45,000 to $65,000 annually. Apply now to join a team dedicated to improving lives in the community.