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Registered Representative - State Farm Agent Team Member
Registered Representative - State Farm Agent Team MemberPhilip Call - State Farm Agent • Clovis, CA, US
Registered Representative - State Farm Agent Team Member

Registered Representative - State Farm Agent Team Member

Philip Call - State Farm Agent • Clovis, CA, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

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.

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    Representative State • Clovis, CA, US

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