Investment & Insurance Advisor — Growth, Training & PTO

Brian Hicks - State Farm Agent; Apex (NC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Birthday off

Holidays off

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Company parties

Competitive salary

Job summary

Brian Hicks - State Farm Agent in Apex, North Carolina is seeking a Registered Representative - State Farm Agent Team Member to market financial products and assist customers with their financial needs. The role requires a strong knowledge of investment products and the ability to build customer relationships.

The ideal candidate will provide investment options, conduct financial analysis, and maintain compliance with industry regulations. A competitive salary and various benefits will be offered, alongside opportunities for advancement.

Qualifications

• Must have Series 6, 63, and 65 license and other relevant certifications.
• Demonstrated strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills are required.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customers portfolios and provide ongoing support.

Skills

Strong knowledge of investment products and financial markets

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

Education

Series 6, 63 and 65 license

Job description

Brian Hicks - State Farm Agent in Apex, North Carolina is seeking a Registered Representative - State Farm Agent Team Member to market financial products and assist customers with their financial needs. The role requires a strong knowledge of investment products and the ability to build customer relationships.

The ideal candidate will provide investment options, conduct financial analysis, and maintain compliance with industry regulations. A competitive salary and various benefits will be offered, alongside opportunities for advancement.