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Registered Representative - State Farm Agent Team Member

Jaden Gebbink - State Farm Agent

Saint Joseph, MI

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JOB DETAILS
SKILLS
Analysis Skills, Communication Skills, Customer Relations, Customer Support/Service, Dental Insurance, Detail Oriented, Develop and Maintain Customers, Finance Software, Financial Analysis, Health Insurance, Industry Standards, Investment Services, Maintain Compliance, Market Trend Analysis, Needs Assessment, Record Keeping, Regulations, Regulatory Compliance, Sales Management, Securities, Securities Sales, Seminars, Series 6, Stock Market, Training/Teaching, Vision Plan
LOCATION
Saint Joseph, MI
POSTED
18 days ago
Benefits:
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Training & development
  • 401(k) matching
  • Dental insurance
  • Vision insurance
  • Profit sharing

ROLE DESCRIPTION:
If you're a registered representative with your securities license, we have a great opportunity for you. We are looking for a knowledgeable individual who has a passion for helping customers achieve their financial goals. With this unique opportunity, you will have access to more than 4,000 current customers, two physical office locations, and will be the only registered representative that's hired on.

This position offers the opportunity to earn renewals.

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, 63, and 65 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.

Flexible work from home options available.

About the Company

J

Jaden Gebbink - State Farm Agent