Registered Representative - State Farm Agent Team Member

Riley Jordan - State Farm Agent; Naples (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Job summary

Riley Jordan - State Farm Agent in Naples, FL is seeking a Registered Representative - State Farm Agent Team Member to market financial products and manage customer portfolios. The ideal candidate will have strong communication skills, a Series 6 or 7 license, and the ability to analyze customer needs.

Responsibilities include providing investment consultations, staying updated on market trends, and ensuring compliance with industry regulations.

Benefits include performance-based bonuses, opportunities for advancement, and paid time off.

Qualifications

• Licensed to sell securities and investment products (Series 6 or 7 license).
• Strong knowledge of financial products and market trends.
• Excellent communication and customer service abilities.

Responsibilities

• Market financial products effectively.
• Conduct financial needs analysis for clients.
• Provide ongoing support for customer portfolios.

Skills

Communication skills

Detail-oriented

Customer service skills

Analytical skills

Relationship building

Education

Series 6 or 7 license

Relevant certifications

Tools

Financial software and tools

Job description

Benefits

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

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Riley Jordan - 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.