Registered Representative - State Farm Agent Team Member

State Farm Agent

Baltimore (MD)

Sur place

USD 50 000 - 75 000

Plein temps

14 jours+
Générateur de candidature

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Avantages offerts par ce poste

Opportunity for advancement
Paid time off
Profit sharing
Signing bonus
Training & development

Résumé du poste

State Farm Agent in Baltimore, MD, seeks a Registered Representative to market financial products and support customers in managing their investments. The role requires a Series 6 or 7 license, strong knowledge of investment products, and exceptional customer service skills. Candidates should be detail-oriented and proficient with financial software. Opportunities for advancement and benefits include paid time off, profit sharing, and training. Join an agency dedicated to making a difference in the community.

Qualifications

  • Strong knowledge of investment products and financial markets.
  • Able to conduct financial needs analysis and recommend products.
  • Must possess Series 6 or 7 license.

Responsabilités

  • Provide investment options and consult securities to customers.
  • Manage customer portfolios and provide ongoing support.
  • Stay updated on market trends and regulatory changes.

Connaissances

Communication and customer service skills
Strong knowledge of investment products
Detail-oriented with strong analytical skills
Ability to build and maintain customer relationships
Proficiency with financial software and tools

Formation

Series 6 or 7 license and relevant certifications

Description du poste

Role Description

As a Registered Representative with Stephanie Owens Agency, 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.

Benefits
  • Opportunity for advancement
  • Paid time off
  • Profit sharing
  • Signing bonus
  • Training & development
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.

Compensation: $50,000.00 - $75,000.00 per year

Opportunity

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.

About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, and Renters Insurance.
  • We currently have 11 team members at our agency.
  • Additional languages spoken: Spanish
Additional Information

We look forward to speaking with you!

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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