Remote Financial Representative: Investment Guidance

Philip Call - State Farm Agent; Sanger (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Paid time off

401(k)

401(k) matching

Competitive salary

Flexible work from home options

Job summary

Philip Call - State Farm Agent is seeking a Registered Representative to market financial services and manage everyday risks for clients. You will educate customers on financial options with a sales-minded, consulting approach.

You will analyze needs, recommend investments, stay current on market trends and regulations, and maintain accurate transaction records while upholding high ethical standards and compliance.

Qualifications

• Licensing prerequisites including SIE and Series 6/63/65 or equivalents.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Ability to build and maintain customer relationships.
• Detail-oriented with strong analytical abilities.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.

Responsibilities

• Provide investment options and consult on 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.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Licensing: Series 6/63/65 or SIE

Licensing: SIE, Series 6/63/65

Investment product knowledge

Communication and customer service

Customer relationship building

Detail-oriented with analytical skills

Proficiency with financial software

High ethical standards and integrity

Tools

Financial software

Job description

Philip Call - State Farm Agent is seeking a Registered Representative to market financial services and manage everyday risks for clients. You will educate customers on financial options with a sales-minded, consulting approach.

You will analyze needs, recommend investments, stay current on market trends and regulations, and maintain accurate transaction records while upholding high ethical standards and compliance.