Investment & Insurance Advisor — Growth & Client Impact

Ashleigh Mooney; Alabama; On-site; USD 40,000 - 120,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Paid time off

Relocation bonus

Signing bonus

Job summary

Ashleigh Mooney - State Farm Agent is looking for a Registered Representative - State Farm Agent Team Member based in Loxley, Alabama. This full-time position offers a competitive salary ranging from $40,000 to $120,000 per year. The role involves marketing financial products, providing investment options, conducting financial needs analysis, and managing customer portfolios. Applicants need to hold a Series 6 or 7 license, and should have strong communication skills and a thorough understanding of investment products. A range of benefits including bonuses and paid time off are available.

Qualifications

• Strong knowledge of investment products and financial markets.
• Detail-oriented with strong analytical skills.
• 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.

Skills

Communication and customer service skills

Strong knowledge of investment products and financial markets

Ability to build and maintain customer relationships

Detail-oriented with strong analytical skills

Proficiency with financial software and tools

High ethical standards and professionalism

Education

Series 6 or 7 license and other relevant certifications

Job description

Ashleigh Mooney - State Farm Agent is looking for a Registered Representative - State Farm Agent Team Member based in Loxley, Alabama. This full-time position offers a competitive salary ranging from $40,000 to $120,000 per year. The role involves marketing financial products, providing investment options, conducting financial needs analysis, and managing customer portfolios. Applicants need to hold a Series 6 or 7 license, and should have strong communication skills and a thorough understanding of investment products. A range of benefits including bonuses and paid time off are available.