Investment & Insurance Advisor – Financial Solutions Pro

State Farm Agent; Baltimore (MD); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Profit sharing

Signing bonus

Training & development

Job summary

State Farm Agent in Baltimore, MD, seeks a Registered Representative to market financial products and support customers in managing their investments. The role requires a Series 6 or 7 license, strong knowledge of investment products, and exceptional customer service skills. Candidates should be detail-oriented and proficient with financial software. Opportunities for advancement and benefits include paid time off, profit sharing, and training. Join an agency dedicated to making a difference in the community.

Qualifications

• Strong knowledge of investment products and financial markets.
• Able to conduct financial needs analysis and recommend products.
• Must possess Series 6 or 7 license.

Responsibilities

• Provide investment options and consult securities to customers.
• Manage customer portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.

Skills

Communication and customer service skills

Strong knowledge of investment products

Detail-oriented with strong analytical skills

Ability to build and maintain customer relationships

Proficiency with financial software and tools

Education

Series 6 or 7 license and relevant certifications

Job description

State Farm Agent in Baltimore, MD, seeks a Registered Representative to market financial products and support customers in managing their investments. The role requires a Series 6 or 7 license, strong knowledge of investment products, and exceptional customer service skills. Candidates should be detail-oriented and proficient with financial software. Opportunities for advancement and benefits include paid time off, profit sharing, and training. Join an agency dedicated to making a difference in the community.