ROLE DESCRIPTION: As a registered representative with Mark Nash Agency, Inc., 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.
Numbers & Facts
Location
Georgetown, SC
Job Type
Full-time
Description
Benefits:
Company parties
Paid time off
Training & development
ROLE DESCRIPTION: As a registered representative with Mark Nash Agency, Inc., 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.
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 Chfc and other relevant certifications.
Strong knowledge of investment products and financial markets.
Communication and customer service skills.
Ability to build and maintain customers relationships.