ROLE DESCRIPTION: As a Registered Investment Advisor Rep with Ryan Shumate State Farm you will successfully market financial services 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
Kingsport, TN
Job Type
Full-time
Description
Benefits:
Competitive salary
Dental insurance
Donation matching
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Profit sharing
Training & development
Vision insurance
ROLE DESCRIPTION: As a Registered Investment Advisor Rep with Ryan Shumate State Farm you will successfully market financial services 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 agent office.
RESPONSIBILITIES:
Provide investment options and consult on 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 customer interactions.
Ensure compliance with industry regulations and standards.
QUALIFICATIONS:
Series 6/63/65 or SIE licenses preferred
SIE, Series 6/63/65, and other relevant certifications
Strong knowledge of investment products and financial markets.
Communication and customer service skills.
Ability to build and maintain customers relationships.