Investment & Insurance Advisor – Financial Services

Brendan Garvey Agency LLC; Aliquippa (Beaver County); On-site; USD 46,000 - 60,000; Full time

Benefits offered by this job

Performance bonus

Flexible schedule

Advancement opportunities

Training & development

Job summary

Brendan Garvey - State Farm Agent in Aliquippa, PA is seeking a Registered Representative - State Farm Agent Team Member to market financial products and educate customers on options. Your analytical precision will support a consultative approach and a competitive edge for the agency.

The role involves conducting financial needs analyses, presenting investment options, managing client portfolios, and staying current with market trends and regulatory changes.

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

Series 6 or 7 license

Investment knowledge

Customer service

Relationship building

Analytical skills

Financial software

Ethical standards

Tools

Financial software

Job description

Brendan Garvey - State Farm Agent in Aliquippa, PA is seeking a Registered Representative - State Farm Agent Team Member to market financial products and educate customers on options. Your analytical precision will support a consultative approach and a competitive edge for the agency.

The role involves conducting financial needs analyses, presenting investment options, managing client portfolios, and staying current with market trends and regulatory changes.