Registered Representative - State Farm Agent Team Member

Alexander Brown - State Farm Agent; Columbia (MD); Sur place; USD 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

401(k) matching

Competitive salary

Flexible schedule

Paid time off

Résumé du poste

Alexander Brown - State Farm Agent in Columbia, MD seeks a Registered Representative to market financial products and support customers in managing their investments. You will utilize your knowledge of financial markets to enhance customer education and decision-making.

The ideal candidate will possess a Series 6 or 7 license, along with strong analytical and communication skills. Benefits include competitive salary, flexible schedule, and 401(k) matching.

Qualifications

• Licensed as Series 6 or 7 and possess other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.

Responsabilités

• 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.

Connaissances

Investment products knowledge

Communication skills

Customer service skills

Analytical skills

Detail-oriented

Formation

Series 6 or 7 license

Relevant certifications

Outils

Financial software

Description du poste

Benefits

• 401(k) matching
• Competitive salary
• Flexible schedule
• Paid time off

Role Description

As a Registered Representative with Alexander Brown State Farm, 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.