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Registered Representative - State Farm Agent Team Member

Timothy Sawyer - State Farm Agent

Greenville, NC

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JOB DETAILS
SKILLS
Analysis Skills, Consulting, Customer Relations, Customer Support/Service, Customer Training, Detail Oriented, Develop and Maintain Customers, Financial Analysis, Industry Standards, Life Insurance, Maintain Compliance, Market Trend Analysis, Needs Assessment, Options Analysis, Product Marketing, Record Keeping, Regulations, Regulatory Compliance, Risk Management, Sales, Securities, Series 6, Stock Market, Training/Teaching
LOCATION
Greenville, NC
POSTED
30+ days ago
Benefits:
  • Teledoc services
  • Group life insurance
  • 401(k) matching
  • Bonus based on performance
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Timothy Sawyer - State Farm Agent,  you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

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.
  • Maintain accurate records of transactions and customers interactions.
  • Ensure compliance with industry regulations and standards.
QUALIFICATIONS:
  • Series 6/63/65 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.
  • High ethical standards and professionalism.

About the Company

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Timothy Sawyer - State Farm Agent