Registered Representative - State Farm Agent Team Member
Lauren Stone - State Farm Agent, Southlake, Texas, United States, 76092
Job Description
Job Description
Benefits
401(k)
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
ROLE DESCRIPTION As a Registered Representative - State Farm Agent Team Member with Lauren Stone - 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
FINRA Series 6 and Series 65 licenses preferred.
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.
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Benefits
401(k)
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
ROLE DESCRIPTION As a Registered Representative - State Farm Agent Team Member with Lauren Stone - 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
FINRA Series 6 and Series 65 licenses preferred.
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.
#J-18808-Ljbffr