Registered Representative - State Farm Agent Team Member

Andrew Komornik - State Farm Agent; Charleston (SC); On-site; USD 50,000 - 75,000; Full time

Job summary

Andrew Komornik State Farm is seeking a Registered Representative to market financial services and educate customers on their options. You will analyze needs, recommend investments, and manage client portfolios with ongoing support.

The role requires licensing in Series 6/63/65 and SIE, along with relevant certifications. You will stay informed on market trends and regulatory changes while maintaining accurate records and ensuring compliance.

Qualifications

• Series 6/63/65 and SIE licenses preferred; other relevant certifications encouraged.
• Strong knowledge of investment products and markets; excellent communication and analytical skills.

Responsibilities

• Provide investment options and consult on 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 knowledge

Communication skills

Customer relations

Analytical skills

Financial software proficiency

Ethics and professionalism

Education

Series 6/63/65 and SIE licenses

Other relevant certifications

Job description

ROLE DESCRIPTION:

As a Registered Representative with Andrew Komornik State Farm, you will successfully market financial services 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 agent office.

RESPONSIBILITIES:

• Provide investment options and consult on 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.

QUALIFICATIONS:

• Series 6/63/65 and SIE licenses preferred
• SIE, Series 6/63/65, 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.