Registered Representative - State Farm Agent Team Member
Kimberly Bell
Registered Representative - State Farm Agent Team Member Full Time in Greensboro - NC Opportunity for advancement Paid time off
ROLE DESCRIPTION
As a Registered Representative with Kimberly Bell State Farm, you will successfully market financial services 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 agent office.RESPONSIBILITIES
Provide investment options and consult on 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. Maintain accurate records of transactions and customer interactions. Ensure compliance with industry regulations and standards.QUALIFICATIONS
Series 6/63/65 or SIE licenses preferred SIE, Series 6/63/65, 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. Registered Representative - State Farm Agent Team Member Full Time in Greensboro - NC Benefits Opportunity for advancement Paid time off Training & developmentROLE DESCRIPTION
As a Registered Representative with Kimberly Bell State Farm, you will successfully market financial services 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 agent office.RESPONSIBILITIES
Provide investment options and consult on 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. Maintain accurate records of transactions and customer interactions. Ensure compliance with industry regulations and standards.QUALIFICATIONS
Series 6/63/65 or SIE licenses preferred SIE, Series 6/63/65, 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. Join a community of good neighbors Make a difference in your community every day. Gain confidence and grow your dream career. Earn benefits and rewards that are second to none #J-18808-Ljbffr Kimberly BellVacancy posted 3 days ago
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