Registered Representative - State Farm Agent Team Member

Justin Manuel - State Farm Agent; Gate City (VA); Vor Ort; USD 55.000 - 85.000; Vollzeit

Benefits dieser Stelle

Bonus

Competitive salary

Advancement

Paid time off

Training & development

Zusammenfassung

Justin Manuel Insurance Agency Inc. is seeking a Registered Representative Team Member to market State Farm products and educate clients on financial options with a sales-minded, consultative approach.

You will analyze client needs, present investment opportunities, and stay informed on market trends and regulatory changes to provide tailored guidance and ongoing support.

Qualifikationen

• 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.

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 customers interactions.
• Ensure compliance with industry regulations and standards.

Kenntnisse

Series 6/7 license

Investment knowledge

Customer service

Communication skills

Attention to detail

Analytical skills

Financial software

Regulatory awareness

Tools

Financial software

Jobbeschreibung

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:

As a Registered Representative Team Member with Justin Manuel Insurance Agency Inc, you will successfully market the financial products that manage everyday risks. You will have the ability to market and present the large portfolio of State Farm Products. 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.