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

Benefits:

• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Signing bonus
• Training & development
• Vision insurance

ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Frank Singleton - 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.

Flexible work from home options available.