Registered Representative - State Farm Agent Team Member

Mark Nash - State Farm Agent; Georgetown (SC); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Company parties

Paid time off

Training & development

Job summary

Mark Nash Agency is seeking a registered representative to market financial products and educate customers on options for everyday risks. You will leverage your sales-minded and consultative approach to guide clients through financial choices and build trusted advisor relationships.

The role emphasizes analytical precision, ongoing portfolio support, and staying current with market trends and industry regulations to drive growth for the agency.

Qualifications

• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Detail-oriented with strong analytical skills.

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.

Job description

Benefits

• Company parties
• Paid time off
• Training & development

Role Description

As a registered representative with Mark Nash Agency, Inc., 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 Chfc 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.