Registered Representative - State Farm Agent Team Member

Robert Hoffman - State Farm Agent; Philadelphia (Philadelphia County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Paid time off

Flexible schedule

Job summary

Robert Hoffman - State Farm Agent is seeking a Registered Representative in Philadelphia to market financial products effectively. This role involves educating clients about financial options while ensuring compliance with industry standards.

The ideal candidate will have Series 6 or 7 licenses, strong analytical skills, and be proficient with financial tools. The position offers a flexible schedule, health benefits, and opportunities for advancement.

Qualifications

• Must possess Series 6 or 7 license and relevant certifications.
• Strong understanding of financial products and markets.
• Ability to deliver high-quality customer service.

Responsibilities

• Provide investment options based on customer analysis.
• Conduct financial needs analyses and recommend products.
• Stay informed on market trends and regulatory changes.

Skills

Knowledge of investment products

Communication skills

Analytical skills

Customer service skills

Education

Series 6 or 7 license

Tools

Financial software

Job description

Benefits

• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off

Role Description

As a Registered Representative with Rob Hoffman State Farm Agency, 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.