Remote Registered Investment Advisor

Barros Insurance Agency Inc; SOUTH PLAINFIELD (NJ); Ibrido; USD 60.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Commissions

401(k) matching

Bonus based on performance

Company events

Paid time off

Dental insurance

Health insurance

Vision insurance

Descrizione del lavoro

Barros Insurance Agency Inc in South Plainfield, NJ seeks a Registered Representative to market financial products that help manage everyday risks. You will educate customers on investment options with a consultative, sales-minded approach to financial education.

You will conduct financial needs analyses, present investment solutions, and maintain client portfolios while staying current on market trends and regulatory changes to ensure compliant service.

Competenze

• Must hold Series 6 or 7 license and other relevant certifications.
• Must hold Series 65 license or ChFC designation.
• Strong knowledge of investment products and 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.

Mansioni

• 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 and ensure compliance with industry regulations and standards.

Conoscenze

Series 6/7 licenses

Series 65

ChFC

Investment knowledge

Communication skills

Customer service

Relationship building

Attention to detail

Financial software

Strumenti

CRM software

Descrizione del lavoro

Benefits:

• Commissions
• 401(k) matching
• Bonus based on performance
• Company parties
• Paid time off
• Dental insurance
• Health insurance
• Vision insurance

ROLE DESCRIPTION:
As a Registered Representative with Barros Insurance Agency 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 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.
• Series 65 license of ChFC designation
• 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.