Registered Representative - State Farm Agent Team Member Auburn - AL

Kathy Powell; Auburn (AL); Vor Ort; USD 80.000 - 125.000; Vollzeit

Benefits dieser Stelle

401(k)

401(k) matching

Bonus based on performance

Opportunity for advancement

Paid time off

Health insurance

Vision insurance

Zusammenfassung

Kathy Powell Insurance and Financial Services, Inc. is hiring a Registered Representative in Auburn, AL. The role focuses on marketing financial products, educating customers, and building strong client relationships.

The position offers bonuses based on performance, 401(k) options, health and vision insurance, PTO, and advancement opportunities. Strong licensing and compliance focus are essential.

Qualifikationen

• Licensed in Series 6 or 7 and Life/Health Insurance.
• Proficient in financial products and markets.

Aufgaben

• Provide investment advice and sell securities to clients.
• Conduct financial needs analysis and recommend investment products.
• Manage client 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 client interactions.
• Ensure compliance with industry regulations and standards.

Kenntnisse

Strong communication

Customer service

Client relationships

Detail oriented

Analytical skills

Financial software

Professionalism

Ausbildung

Series 6 or 7 license

Life/Health Insurance License

Tools

Financial software/tools

Jobbeschreibung

Registered Representative - State Farm Agent Team Member

Full Time in Auburn - AL

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

ROLE DESCRIPTION

As a Registered Representative with Kathy Powell Insurance and Financial Services, Inc, 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 advice and sell securities to clients.
• Conduct financial needs analysis and recommend investment products.
• Manage client 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 client interactions.
• Ensure compliance with industry regulations and standards.

QUALIFICATIONS

• Series 6 or 7 license and other relevant certifications.
• Life/Health Insurance License
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Ability to build and maintain client relationships.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.

Compensation $80,000.00 - $125,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.