Registered Representative - State Farm Agent Team Member

Lori Harrison - State Farm Agent; Bay City (MI); Vor Ort; USD 50.000 - 85.000; Vollzeit

Benefits dieser Stelle

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Zusammenfassung

Lori Harrison - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on options. You will apply a consultative, sales-minded approach while maintaining accurate records and staying compliant with regulations.

The role emphasizes investment product knowledge, client portfolio management, and ongoing customer support, with opportunities for advancement and a flexible schedule at a State Farm agency.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Investment products

Customer service

Communication

Analytical skills

Financial software

Relationship building

Ethical professionalism

Tools

Financial software

Jobbeschreibung

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

Role Description

As a Registered Representative - State Farm Agent Team Member with Lori Harrison - 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.