Benefits:- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- 401(k) matching
ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Stephen Simmons - 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.
With over 12,000 current property and casualty customers, we are overwhelmed by the needs/response of our customers in the financial services space. We are looking for an experienced person to have value-based retirement conversations with our customers.
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.
- Maintain accurate records of transactions and customers interactions.
- Ensure compliance with industry regulations and standards.
QUALIFICATIONS:- Series 6/63 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.
- High ethical standards and professionalism.
Flexible work from home options available.