Registered Representative - Flexible Schedule & Growth

Timothy Sawyer - State Farm Agent; Greenville (NC); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Teledoc services

Group life insurance

401(k) matching

Performance-based bonus

Flexible schedule

Advancement opportunities

Paid time off

Training & development

Job summary

Timothy Sawyer - State Farm Agent in Greenville, NC seeks a Registered Representative to market financial products and educate customers on their options. You will apply analytical precision to assess client needs and tailor solutions within a consultative sales approach.

This role emphasizes meaningful conversations, strong market knowledge, and ongoing support for client portfolios, with opportunities for advancement and professional development.

Qualifications

• Must hold Series 6/63/65 or 7 license or equivalent certifications.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• 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.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Investment products knowledge

Communication

Customer service

Analytical skills

Detail-oriented

Ethical standards

Education

Series 6/63/65 or 7 license

Job description

Timothy Sawyer - State Farm Agent in Greenville, NC seeks a Registered Representative to market financial products and educate customers on their options. You will apply analytical precision to assess client needs and tailor solutions within a consultative sales approach.

This role emphasizes meaningful conversations, strong market knowledge, and ongoing support for client portfolios, with opportunities for advancement and professional development.