Remote Financial Advisor - Investment & Needs Analysis

Frank Singleton - State Farm Agent; Reading (Berks County); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Paid time off

Signing bonus

Training & development

Vision insurance

Job summary

Frank Singleton - State Farm Agent in Reading, Berks County, is seeking a Registered Representative - State Farm Agent Team Member. In this role, you will market financial products, manage customer portfolios, and provide ongoing support to clients. Strong knowledge of investment products and professional customer service skills are essential.

Flexible work-from-home options are available to enhance your work-life balance. The ideal candidate will have a Series 6 or 7 license and be detail-oriented with strong analytical skills.

Qualifications

• Series 6 or 7 license and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Communication and customer service skills.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customer portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.
• Conduct presentations and seminars on investment topics.

Skills

Strong knowledge of investment products and financial markets

Communication and customer service skills

Detail-oriented with strong analytical skills

Proficiency with financial software and tools

Ability to build and maintain customer relationships

High ethical standards and professionalism

Education

Series 6 or 7 license

Job description

Frank Singleton - State Farm Agent in Reading, Berks County, is seeking a Registered Representative - State Farm Agent Team Member. In this role, you will market financial products, manage customer portfolios, and provide ongoing support to clients. Strong knowledge of investment products and professional customer service skills are essential.

Flexible work-from-home options are available to enhance your work-life balance. The ideal candidate will have a Series 6 or 7 license and be detail-oriented with strong analytical skills.