Registered Representative - State Farm Agent Team Member
Angel Rodriguez - State Farm Agent, Elizabeth, New Jersey, United States, 07215
Benefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
401(k)
Dental insurance
Health insurance
Vision insurance
ROLE DESCRIPTION As a licensed security representative, 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.
Registered Representative will have access to books of business from multiple agents-very warm leads.
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 63 or 65 license and other relevant certifications.
BI-LINGUAL Spanish/English Speaker
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.
Flexible work from home options available.
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Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
401(k)
Dental insurance
Health insurance
Vision insurance
ROLE DESCRIPTION As a licensed security representative, 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.
Registered Representative will have access to books of business from multiple agents-very warm leads.
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 63 or 65 license and other relevant certifications.
BI-LINGUAL Spanish/English Speaker
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.
Flexible work from home options available.
#J-18808-Ljbffr