Registered Representative - State Farm Agent Team Member

Mark Nash - State Farm Agent

  • Georgetown, SC
  • 8 days ago
  • Full-time

Highlights

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

LocationGeorgetown, SC
Job TypeFull-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.
  • Detail-oriented with strong analytical skills.
  • Proficiency with financial software and tools.
  • High ethical standards and professionalism.

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