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Registered Representative - State Farm Agent Team Member

Philip Watson - State Farm Agent

La Plata, MD

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JOB DETAILS
SKILLS
Analysis Skills, Consulting, Customer Relations, Customer Support/Service, Customer Training, Detail Oriented, Develop and Maintain Customers, Finance Software, Financial Analysis, Industry Standards, Maintain Compliance, Market Trend Analysis, Needs Assessment, Options Analysis, Product Marketing, Record Keeping, Regulations, Regulatory Compliance, Risk Management, Sales, Securities, Seminars, Series 6, Series 65, Stock Market
LOCATION
La Plata, MD
POSTED
30+ days ago
Benefits:
  • SIMPLE IRA
  • Paid time off

ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Philip Watson - State Farm Agent,  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.

COMPENSATION:
  • $60,000 Annual Salary
  • Annual Commission and Bonus expected to be in the $20,000 - 40,000 range (paid monthly as earned)

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:
  • Active Series 65 or CHFC certification plus Series 6, 63 and SIE 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.
  • Active P&C and L&H license, or ability to obtain within 30 days.

About the Company

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Philip Watson - State Farm Agent