Registered Representative - State Farm Agent Team Member

Brady Crawford - State Farm Agent

Kansas City, MO
Today

Highlights

Job Description ROLE DESCRIPTION: As a Registered Representative with Brady Crawford State Farm, 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

Kansas City, MO

Description

Job Description

ROLE DESCRIPTION:
As a Registered Representative with Brady Crawford State Farm, 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 advice and sell securities to clients.
Conduct financial needs analysis and recommend investment products.
Manage client 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 client 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.
Excellent communication and customer service skills.
Ability to build and maintain client relationships.
Detail-oriented with strong analytical skills.
Proficiency with financial software and tools.
High ethical standards and professionalism.