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Registered Representative - State Farm Agent Team Member

Ryan Walker - State Farm Agent

Bend, OR

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JOB DETAILS
SKILLS
Analysis Skills, Consulting, Customer Relations, Customer Support/Service, Customer Training, Dental Insurance, Detail Oriented, Finance Software, Financial Analysis, Health Insurance, Industry Standards, Maintain Compliance, Market Trend Analysis, Needs Assessment, Options Analysis, Product Marketing, Record Keeping, Regulations, Regulatory Compliance, Risk Management, Sales, Securities, Series 6, Stock Market, Training/Teaching, Vision Plan
LOCATION
Bend, OR
POSTED
25 days ago
Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • 401(k) matching
  • Dental insurance
  • Vision insurance

ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Ryan Walker - State Farm Agent,  you will successfully market the financial products that manage everyday risks. Your proficient knowledge of reinforces your sales-minded and consultative approach to educating customers on their 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.
  • 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.
  • Detail-oriented with strong analytical skills.
  • Proficiency with financial software and tools.
  • High ethical standards and professionalism.

About the Company

R

Ryan Walker - State Farm Agent