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Registered Representative - State Farm Agent Team Member

Tony Lopez - State Farm Agent

Winter Park, FL

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JOB DETAILS
SKILLS
Business Plan, Cold Calling Skills, Customer Acquisition, Customer Relations, Customer Support/Service, Customer Training, Develop and Maintain Customers, Documentation, Finance, Financial Planning, Financial Policies, Financial Regulations, Financial Services, Health Insurance, Investment Management, Maintain Compliance, Mentoring, People Management, Resolve Customer Issues, Sales Prospecting, Securities, Series 6, Stock Market, Training/Teaching
LOCATION
Winter Park, FL
POSTED
30+ days ago
Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

We are not just offering a job but a meaningful career! Come join our passionate team!

Position Overview:
If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned-based role, we would love to talk to you. At our agency, we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent. 

Responsibilities:
  • Offer comprehensive financial planning and advice to existing State Farm customer households. 
  • Partnering and mentoring with a career agent in developing a business plan and delivering against a client service model. 
  • Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current. 
  • Demonstrate a deep understanding of financial markets and sound business judgement. 
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments. 
  • Understand and ensure business adherence with financial industry regulatory policies. 
Required Qualifications:
  • Bachelor's degree preferred. 
  • Active Securities Industry Essentials (SIE) Exam, Series 6 and/or 65, or 63 licenses and/or ChFC.
  • Minimum of 2 years in a Financial Advisor role or equivalent financial services experience 
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.

About the Company

T

Tony Lopez - State Farm Agent

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