ROLE DESCRIPTION: As a Registered Representative with Brady Crawford State Farm, 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 advice and sell securities to clients.
Conduct financial needs analysis and recommend investment products.
Manage client portfolios and provide ongoing support.
Stay updated on market trends and regulatory changes.
Conduct presentations and seminars on investment topics.
Maintain accurate records of transactions and client 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.
Excellent communication and customer service skills.
Ability to build and maintain client relationships.
Detail-oriented with strong analytical skills.
Proficiency with financial software and tools.
High ethical standards and professionalism.
Numbers & Facts
Location
Kansas City, MO
Job Type
Full-time
Skills
Analysis Skillsunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Detail Orientedunmatched
Develop and Maintain Customersunmatched
Finance Softwareunmatched
Financial Analysisunmatched
Industry Standardsunmatched
Investment Servicesunmatched
Maintain Complianceunmatched
Market Trend Analysisunmatched
Needs Assessmentunmatched
Options Analysisunmatched
Product Marketingunmatched
Record Keepingunmatched
Regulationsunmatched
Regulatory Complianceunmatched
Risk Managementunmatched
Salesunmatched
Sales Managementunmatched
Securities Salesunmatched
Seminarsunmatched
Series 6unmatched
Stock Marketunmatched
Training/Teachingunmatched
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