Investment Solutions Advisor

Mike Kenney - State Farm Agent; Louisville (KY); Sur place; USD 42 000 - 75 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Paid time off

Profit sharing

Résumé du poste

Mike Kenney - State Farm Agent in Louisville, KY seeks a Registered Representative to market financial products and educate customers on investment options. You will apply a consultative approach to helping clients manage risk and build wealth.

Responsibilities include analyzing financial needs, presenting investment options, managing client portfolios, and staying current on market trends and regulations. A Series 6 or 7 license and strong ethics are required.

Qualifications

• Securities license required (Series 6 or 7) and related certifications.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Ability to build and maintain client relationships.
• Detail-oriented with solid analytical abilities.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.

Responsabilités

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage client 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 customer interactions.
• Ensure compliance with industry regulations and standards.

Connaissances

Customer service

Investment knowledge

Analytical skills

Communication skills

Relationship building

Ethics & professionalism

Outils

Financial software

Description du poste

Benefits:

• Competitive salary
• Paid time off
• Profit sharing

ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Mike Kenney - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

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.

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.