ROLE DESCRIPTION: As a Registered Representative - State Farm Agent Team Member with Aimee Malloy - 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.
Numbers & Facts
Location
Richmond, VA
Job Type
Full-time
Description
Benefits:
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Signing bonus
Training & development
ROLE DESCRIPTION: As a Registered Representative - State Farm Agent Team Member with Aimee Malloy - 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.
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 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.