Registered Representative - State Farm Agent Team Member

Aimee Malloy - State Farm Agent

Richmond, VA
30+ days ago

Full-time

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Skills

Analysis Skillsunmatched
Consultingunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Detail Orientedunmatched
Develop and Maintain Customersunmatched
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
Seminarsunmatched
Series 6unmatched
Stock Marketunmatched
Training/Teachingunmatched

Description

Benefits:

401(k) matching
Bonus based on performance
Company parties
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Signing bonus
Training & development

ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Aimee Malloy - State Farm Agent, 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 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.
Conduct presentations and seminars on investment topics.
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.
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	Richmond, VA
Job Type	Full-time

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