Registered Representative - State Farm Agent Team Member

Matt Kwiatkowski - State Farm Agent; Franklin (IN); Vor Ort; USD 45.000 - 65.000; Vollzeit

Benefits dieser Stelle

401(k)

Bonus

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Paid time off

Training & development

Vision insurance

Zusammenfassung

Matt Kwiatkowski - State Farm Agent is seeking a Registered Representative to help market financial products and educate customers on insurance and investment options. The role emphasizes consultative sales, analysis of client needs, and ongoing portfolio support within a State Farm Agency environment.

The position requires securities licensing and a strong understanding of investment products, with a focus on ethical client service and growth opportunities.

Qualifikationen

• Securities licenses required or in progress
• Strong knowledge of investments and financial markets
• Excellent communication and customer service skills
• Ability to build and maintain client relationships
• Detail-oriented with analytical mindset

Aufgaben

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

Investment knowledge

Communication

Customer service

Relationship building

Analytical skills

Financial software

Ethical standards

Ausbildung

Series 6/63/65 or 7 license

Tools

CRM software

Jobbeschreibung

Benefits

• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

Role Description

As a Registered Representative - State Farm Agent Team Member with Matt Kwiatkowski - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their 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 6/63/65 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.