ROLE DESCRIPTION: As a Registered Representative - State Farm Agent Team Member with Chad Babcock - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of these products 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 6/63/65 or 7 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.
High ethical standards and professionalism.
Numbers & Facts
Location
Excelsior, MN
Job Type
Full-time
Skills
Analysis Skillsunmatched
Consultingunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Detail Orientedunmatched
Develop and Maintain Customersunmatched
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
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.