Investment Solutions Consultant

State Farm Agent; Buford (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Job summary

A reputable insurance agency seeks a Registered Representative – Team Member to effectively market financial products while supporting customers in managing everyday risks. Candidates should have Series 6 or 7 licenses and strong knowledge of investment products. Responsibilities include conducting financial analyses, managing portfolios, and ensuring compliance with regulations. This role offers a competitive salary ranging from $70,000 to $90,000 annually, alongside opportunities for advancement and development.

Qualifications

• Proficient knowledge of financial products.
• Experience in marketing financial products.
• Analytical precision in supporting customers.

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.

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 or 7 license and other relevant certifications

Job description

A reputable insurance agency seeks a Registered Representative – Team Member to effectively market financial products while supporting customers in managing everyday risks. Candidates should have Series 6 or 7 licenses and strong knowledge of investment products. Responsibilities include conducting financial analyses, managing portfolios, and ensuring compliance with regulations. This role offers a competitive salary ranging from $70,000 to $90,000 annually, alongside opportunities for advancement and development.