Registered Representative - State Farm Agent Team Member
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.
Requirements
- 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.
About the Role
As a Registered Representative - State Farm Agent Team Member with Mike Kenney - 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.
Benefits
Competitive salary
Paid time off
Profit sharing
About Our Agency
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
Our office is located in the heart of Hikes Point of Louisville, KY.
I have been a State Farm agent since 1984.
I am a proud graduate of the University of Louisville.
We have received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, Crystal Excellence Award, National Quality Award, Silver Scroll, Golden Triangle, Bronze Tablet, and New Agent Program Qualifier.
Apply Now
If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.