Registered Representative - State Farm Agent Team Member

Sawyerins; New Bern, Northern (NC, KY); Hybrid; USD 45.000 - 65.000; Vollzeit

Benefits dieser Stelle

401(k) matching

Bonus based on performance

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Zusammenfassung

Sawyerins in New Bern, NC, seeks a Registered Representative - State Farm Agent Team Member. This full-time position involves marketing financial products, providing investment options, and conducting analyses to help customers.

The ideal candidate will have strong analytical skills, relevant licenses, and a commitment to ethical standards. Compensation ranges from $45,000 to $65,000 annually, with benefits including 401(k) matching and paid time off.

Qualifikationen

• Strong knowledge of investment products and financial markets.
• Communication and customer service skills are essential.
• Detail-oriented with strong analytical skills.

Aufgaben

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customers portfolios and provide ongoing support.

Kenntnisse

Strong knowledge of investment products and financial markets

Communication and customer service skills

Detail-oriented with strong analytical skills

Ausbildung

Series 6/63/65 or 7 license

Jobbeschreibung

Registered Representative - State Farm Agent Team Member

Full Time in New Bern - NC

• 401(k) matching
• Bonus based on performance
• Opportunity for advancement
• Paid time off

Role Description

As a Registered Representative - State Farm Agent Team Member with Timothy Sawyer - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

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.
• 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.
• High ethical standards and professionalism.

Compensation $45,000.00 - $65,000.00 per year

Benefits

• 401(k) matching
• Bonus based on performance
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development