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Registered Representative - State Farm Agent Team Member

Justin Manuel - State Farm Agent

Gate City, VA

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JOB DETAILS
SKILLS
Analysis Skills, Consulting, Customer Relations, Customer Support/Service, Customer Training, Detail Oriented, Develop and Maintain Customers, Finance Software, Financial Analysis, Industry Standards, Insurance, Maintain Compliance, Market Trend Analysis, Needs Assessment, Options Analysis, Presentation/Verbal Skills, Product Marketing, Record Keeping, Regulations, Regulatory Compliance, Risk Management, Sales, Securities, Seminars, Series 6, Stock Market, Training/Teaching
LOCATION
Gate City, VA
POSTED
30+ days ago
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As a Registered Representative Team Member with Justin Manuel Insurance Agency Inc, you will successfully market the financial products that manage everyday risks. You will have the ability to market and present the large portfolio of State Farm Products. 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.
  • 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.

About the Company

J

Justin Manuel - State Farm Agent