ROLE DESCRIPTION: As a Registered Representative - State Farm Agent Team Member with Andrew Peschong - State Farm Agent, 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
Location
Clive, IA
Job Type
Full-time
Description
Benefits:
Training & development
401(k) matching
Bonus based on performance
Competitive salary
Flexible schedule
ROLE DESCRIPTION: As a Registered Representative - State Farm Agent Team Member with Andrew Peschong - State Farm Agent, 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 or 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.