REGISTERED REPRESENTATIVE - STATE FARM AGENT TEAM MEMBER

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Paid time off
• Signed bonus

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