Registered Representative - State Farm Agent Team Member
Bartblessing, Wesley Chapel, Florida, United States, 33545
Benefits:
401(k) Competitive salary Opportunity for advancement Paid time off Training & development Role Description:
As a Registered Representative - State Farm Agent Team Member with Kristin West - State Farm Agent, you will market financial products that manage risks. Your knowledge of financial products supports your sales and consultative approach to educating customers about their options. Your analytical skills make you a valuable resource and a competitive team member.
Responsibilities:
Provide investment options and consult on securities. Conduct financial needs analysis and recommend investment products. Manage customer portfolios and provide ongoing support. Stay updated on market trends and regulations. Conduct presentations and seminars on investment topics. Maintain accurate transaction and customer interaction records. Ensure compliance with industry regulations and standards. Qualifications:
Series 6 or 7 license and relevant certifications. Strong knowledge of investment products and markets. Excellent communication and customer service skills. Ability to build and maintain customer relationships. Detail-oriented with analytical skills. Proficiency with financial software and tools. High ethical standards and professionalism.
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401(k) Competitive salary Opportunity for advancement Paid time off Training & development Role Description:
As a Registered Representative - State Farm Agent Team Member with Kristin West - State Farm Agent, you will market financial products that manage risks. Your knowledge of financial products supports your sales and consultative approach to educating customers about their options. Your analytical skills make you a valuable resource and a competitive team member.
Responsibilities:
Provide investment options and consult on securities. Conduct financial needs analysis and recommend investment products. Manage customer portfolios and provide ongoing support. Stay updated on market trends and regulations. Conduct presentations and seminars on investment topics. Maintain accurate transaction and customer interaction records. Ensure compliance with industry regulations and standards. Qualifications:
Series 6 or 7 license and relevant certifications. Strong knowledge of investment products and markets. Excellent communication and customer service skills. Ability to build and maintain customer relationships. Detail-oriented with analytical skills. Proficiency with financial software and tools. High ethical standards and professionalism.
#J-18808-Ljbffr