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Skills
Analysis Skillsunmatched
Consultingunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Dental Insuranceunmatched
Detail Orientedunmatched
Finance Softwareunmatched
Financial Analysisunmatched
Health Insuranceunmatched
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
Vision Planunmatched
Description
Benefits:
401(k)
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
401(k) matching
Dental insurance
Vision insurance
ROLE DESCRIPTION: As a Registered Representative - State Farm Agent Team Member with Ryan Walker - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of reinforces your sales-minded and consultative approach to educating customers on their 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 or 7 license and other relevant certifications.
Strong knowledge of investment products and financial markets.