Registered Representative - State Farm Agent Team Member

Cara Fisher - State Farm Agent; Orlando (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Paid time off

Opportunity for advancement

Job summary

Cara Fisher - State Farm Agent in Orlando, FL seeks a Registered Representative to market financial products and educate customers on options. You will apply analytical precision to support clients and drive sales in a consultative manner.

The role emphasizes staying informed on market trends, regulations, and providing ongoing portfolio support to customers in a dynamic agency environment.

Qualifications

• Series 6 license and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Communication and customer service skills.
• Ability to build and maintain customer relationships.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.

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.

Skills

Series 6 license

Investment knowledge

Communication skills

Customer service

Attention to detail

Analytical skills

Proficiency with financial software

Tools

Financial software

Job description

Benefits:

• Competitive salary
• Paid time off
• Opportunity for advancement

ROLE DESCRIPTION:

As a Registered Representative - State Farm Agent Team Member with Cara Fisher - 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.