Registered Representative - State Farm Agent Team Member

Rett Rutland - State Farm Agent; Rock Hill (SC); Sur place; USD 55 000 - 80 000; Plein temps

Avantages offerts par ce poste

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Résumé du poste

Rett Rutland State Farm Agent Team is seeking a Registered Representative to market financial services and educate customers on their financial options. You will apply a consultative approach, analyze needs, and support clients with investment guidance.

Join a team focused on growth, compliance, and customer-focused financial solutions. Training and advancement opportunities accompany a competitive salary and performance-based bonus.

Qualifications

• Licensing in Series 6/63/65 or SIE preferred.
• SIE, Series 6/63/65, and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Excellent 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.

Responsabilités

• Provide investment options and consult on 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 customer interactions.
• Ensure compliance with industry regulations and standards.

Connaissances

Series 6/63/SIE

Investment product knowledge

Communication skills

Customer relationship building

Attention to detail

Financial software proficiency

Ethical standards

Outils

Financial software tools

Description du poste

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Rett Rutland - State Farm Agent, you will successfully market financial services 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 agent office.

RESPONSIBILITIES

• Provide investment options and consult on 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 customer interactions.
• Ensure compliance with industry regulations and standards.

QUALIFICATIONS

• Series 6/63/65 or SIE licenses preferred
• SIE, Series 6/63/65, 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.