Registered Representative - State Farm Agent Team Member

Jeffrey Spillane - State Farm Agent; Town of Fishkill (NY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

401(k) matching

Competitive salary

Job summary

Jeffrey Spillane - State Farm Agent seeks a Registered Representative - State Farm Agent Team Member in Town of Fishkill, NY. The role involves marketing financial products and assisting customers in navigating their financial options with expertise.

The ideal candidate will hold a Series 6 or 7 license, possess strong investment knowledge, and demonstrate excellent customer and analytical skills. This position offers opportunities for advancement and competitive salary.

Qualifications

• Must hold a Series 6 or 7 license.
• Strong knowledge of investment products and financial markets is essential.
• Excellent communication and customer service skills are necessary.

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 customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Customer service skills

Analytical skills

Knowledge of investment products

Communication skills

Detail-oriented

Education

Series 6 or 7 license

Relevant certifications

Tools

Financial software

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching
• Competitive salary

Role Description:

As a Registered Representative - State Farm Agent Team Member with Jeffrey Spillane - 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.