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.

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.

Pay

$45,000.00 - $100,000.00 per year

Schedule

Not specified

Benefits

Competitive salary, Health insurance, Paid time off, Training & development

About the role

Absent from the job posting.

Requirements

Absent from the job posting.

Skills

Absent from the job posting.

Benefits

Absent from the job posting.

Schedule

Absent from the job posting.

Pay

Absent from the job posting.