ROLE DESCRIPTION: As a Registered Representative - State Farm Agent Team Member with Brian Hicks - 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.
Maintain accurate records of transactions and customers interactions.
Ensure compliance with industry regulations and standards.
QUALIFICATIONS:
Series 6, 63 and 65 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.
COMPENSATION:
Expected annual earnings of 60-90k+
Additional quarterly and annual bonuses based on performance
Numbers & Facts
Location
Apex, NC
Job Type
Full-time
Salary
$60,000–$90,000 Per Year
Skills
Analysis Skillsunmatched
Consultingunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Detail Orientedunmatched
Develop and Maintain Customersunmatched
Finance Softwareunmatched
Financial Analysisunmatched
Industry Standardsunmatched
Maintain Complianceunmatched
Market Trend Analysisunmatched
Needs Assessmentunmatched
Options Analysisunmatched
Product Marketingunmatched
Record Keepingunmatched
Regulationsunmatched
Regulatory Complianceunmatched
Risk Managementunmatched
Salesunmatched
Securitiesunmatched
Series 6unmatched
Stock Marketunmatched
Training/Teachingunmatched
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