Remote Financial Advisor & Investment Specialist

Beth Slaughter - State Farm Agent; Valley (AL); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Flexible schedule

Opportunity for advancement

Bonus based on performance

401(k) matching

Training & development

Job summary

Beth Slaughter - State Farm Agent in Valley, Alabama, is seeking a Registered Representative to market financial products and educate customers on their financial options. The successful candidate will provide investment options, conduct financial needs analyses, and manage customer portfolios.

Responsibilities include staying updated on market trends and ensuring compliance with industry regulations. Strong communication skills, analytical precision, and a desire for continuous learning are essential. Flexible work from home options are available.

Qualifications

• Desire to pursue or completed additional securities licenses.
• Strong knowledge of investment products and financial markets.
• Ability to build and maintain customer relationships.

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.

Skills

Communication skills

Customer service skills

Analytical skills

Financial software proficiency

Detail-oriented

Relationship building

Education

Completion of Securities Industry Essentials (SIE)

Job description

Beth Slaughter - State Farm Agent in Valley, Alabama, is seeking a Registered Representative to market financial products and educate customers on their financial options. The successful candidate will provide investment options, conduct financial needs analyses, and manage customer portfolios.

Responsibilities include staying updated on market trends and ensuring compliance with industry regulations. Strong communication skills, analytical precision, and a desire for continuous learning are essential. Flexible work from home options are available.