Registered Representative - State Farm Agent Team Member

James Bild - State Farm Agent; Franklin (WI); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

401(k)

401(k) matching

Performance bonus

Competitive salary

Paid time off

Training & development

Zusammenfassung

James Bild - State Farm Agent is seeking a Registered Representative to market financial products that manage everyday risks and educate customers on their options. You will use a consultative approach to help clients protect their assets while building lasting relationships.

The role emphasizes investment product knowledge, client communication, and compliance with industry standards. You will conduct presentations, analyze needs, and support customers through ongoing service and portfolio

Qualifikationen

• Series 6 or 7 license and related certifications.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Ability to build and maintain customer 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 customer interactions.
• Ensure compliance with industry regulations and standards.

Kenntnisse

Series 6/7 license

Investment knowledge

Communication skills

Customer service

Analytical skills

Financial software proficiency

Professionalism

Jobbeschreibung

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Paid time off
• Training & development

Role Description

As a Registered Representative - State Farm Agent Team Member with James Bild - 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.