ROLE DESCRIPTION: As a Registered Representative with Michelle Wilhoit State Farm, you will successfully market financial services 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 agent office.
This is a base salary plus commission position designed for a motivated, performance-driven professional. It is not a role for someone looking to simply collect a salary. Your earning potential is directly tied to your effort, results, and overall performance.
RESPONSIBILITIES:
Provide investment options and consult on 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 customer interactions.
Ensure compliance with industry regulations and standards.
QUALIFICATIONS:
SIE, Series 6/63/65, 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.
Numbers & Facts
Location
Grayson, KY
Job Type
Full-time
Skills
Analysis Skillsunmatched
Consultingunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Detail Orientedunmatched
Develop and Maintain Customersunmatched
Finance Softwareunmatched
Financial Analysisunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Industry Standardsunmatched
Life Insuranceunmatched
Maintain Complianceunmatched
Market Trend Analysisunmatched
Needs Assessmentunmatched
Options Analysisunmatched
Record Keepingunmatched
Regulationsunmatched
Regulatory Complianceunmatched
Risk Managementunmatched
Salesunmatched
Securitiesunmatched
Series 6unmatched
Stock Marketunmatched
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