Investment Services Registered Representative

Mysfinsurance; Nesconset (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hiring bonus

401(k)

Bonus based on performance

Health insurance

Paid time off

Training & development

Opportunity for advancement

Job summary

A local insurance agency is seeking a Registered Representative - State Farm Agent Team Member in Rosedale, NY. This full-time role involves providing investment options, consulting securities, and managing customer portfolios. Candidates should have a Series 6 or 7 license and possess strong communication and customer service skills. The position offers a competitive salary ranging from $55,000 to $75,000 annually, plus various benefits and opportunities for advancement.

Qualifications

• Series 6 or 7 license and other relevant certifications are mandatory.
• Strong knowledge of investment products and financial markets is required.
• Ability to build and maintain customer relationships is essential.

Responsibilities

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

Skills

Communication skills

Customer service skills

Detail-oriented

Analytical skills

Relationship building

Education

Series 6 or 7 license

Bachelor's degree in Finance and Economics

Job description

A local insurance agency is seeking a Registered Representative - State Farm Agent Team Member in Rosedale, NY. This full-time role involves providing investment options, consulting securities, and managing customer portfolios. Candidates should have a Series 6 or 7 license and possess strong communication and customer service skills. The position offers a competitive salary ranging from $55,000 to $75,000 annually, plus various benefits and opportunities for advancement.