Registered Representative - State Farm Agent Team Member

ROLE DESCRIPTION: As a Registered Representative with Amy Kaplan-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.

Benefits:

• Paid time off
• Profit sharing
• Signing bonus
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary

ROLE DESCRIPTION:
As a Registered Representative with Amy Kaplan-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 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.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.