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Registered Representative - State Farm Agent Team Member

Philip Call - State Farm Agent

Sanger, CA

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JOB DETAILS
SKILLS
Analysis Skills, Consulting, Customer Relations, Customer Support/Service, Customer Training, Dental Insurance, Detail Oriented, Develop and Maintain Customers, Finance Software, Financial Analysis, Industry Standards, Maintain Compliance, Market Trend Analysis, Needs Assessment, Options Analysis, Product Marketing, Record Keeping, Regulations, Regulatory Compliance, Risk Management, Sales, Securities, Seminars, Series 6, Stock Market, Vision Plan
LOCATION
Sanger, CA
POSTED
30+ days ago
Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Dental insurance
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Vision insurance
  • Wellness resources

ROLE DESCRIPTION:
As a Registered Representative of our multi-office agency,  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.
  • 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.

Flexible work from home options available.

About the Company

P

Philip Call - State Farm Agent

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