Registered Representative - State Farm Agent Team Member

Andrew Komornik - State Farm Agent

  • Charleston, SC
  • 20 days ago
  • Full-time

Highlights

ROLE DESCRIPTION: As a Registered Representative with Andrew Komornik State Farm, you will successfully market financial services 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.

Numbers & Facts

LocationCharleston, SC
Job TypeFull-time

Description

ROLE DESCRIPTION:
As a Registered Representative with Andrew Komornik State Farm,  you will successfully market financial services 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 agent office.

RESPONSIBILITIES:
  • Provide investment options and consult on 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 customer interactions.
  • Ensure compliance with industry regulations and standards.
QUALIFICATIONS:
  • Series 6/63/65 and SIE licenses preferred
  • SIE, Series 6/63/65, 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.

Similar Jobs

Agency Diaz

Remote Insurance Sales Agent

  • Charleston, SC
  • Remote
9 days ago
See more jobs