ROLE DESCRIPTION: As a Registered Representative - State Farm Agent Team Member with Eddie Bleiberg - 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.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
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, 65 or 7 license and other relevant certifications.
3+ years of experience in investments.
Strong knowledge of investment products and financial markets.
Communication and customer service skills.
Ability to build and maintain customers relationships.