Registered Representative - State Farm Agent Team Member
Kathypowell, El Paso, TX, United States
Registered Representative - State Farm Agent Team Member
Full Time in Auburn - AL
Benefits
401(k)
401(k) matching
Bonus based on performance
Opportunity for advancement
Paid time off
Dental insurance
Health insurance
Training & development
Vision insurance
ROLE DESCRIPTION
As a Registered Representative with Kathy Powell Insurance and Financial Services, Inc, 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 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 or 7 license and other relevant certifications.
Life/Health Insurance License
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.
Compensation $80,000.00 - $125,000.00 per year
Apply Now
#J-18808-Ljbffr
Benefits
401(k)
401(k) matching
Bonus based on performance
Opportunity for advancement
Paid time off
Dental insurance
Health insurance
Training & development
Vision insurance
ROLE DESCRIPTION
As a Registered Representative with Kathy Powell Insurance and Financial Services, Inc, 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 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 or 7 license and other relevant certifications.
Life/Health Insurance License
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.
Compensation $80,000.00 - $125,000.00 per year
Apply Now
#J-18808-Ljbffr