Registered Representative - State Farm Agent Team Member

Streetmaninsurance; 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 financial services agency in Buford, GA, seeks a Registered Representative to market financial products and educate customers on options. Candidates should have Series 6 or 7 licenses, strong analytical, sales, and communication skills. Responsibilities include conducting financial analysis, managing client portfolios, and ensuring compliance with regulations. The role offers competitive compensation ranging from $70,000 to $90,000 annually and includes benefits like paid time off and training opportunities.

Qualifications

• Must possess Series 6 or 7 license and other certifications.
• Strong knowledge of investment products and financial markets is required.
• Effective communication and customer service skills are essential.

Responsibilities

• Provide investment options and consult securities to customers.
• Manage customer portfolios and provide ongoing support.
• Conduct financial needs analysis and recommend investment products.

Skills

Investment product knowledge

Customer service skills

Analytical skills

Communication skills

Education

Series 6 or 7 license and relevant certifications

Tools

Financial software

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Buford - GA

ROLE DESCRIPTIONAs a Registered Representative - State Farm Agent Team Member with Kraig Streetman - 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.

Benefits

• Opportunity for advancement
• Paid time off
• Training & development

Compensation $70,000.00 - $90,000.00 per year