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Registered Representative - State Farm Agent Team Member

David Dupree

Benefits: Health insurance Opportunity for advancement Paid time off Bonus based on performance Competitive salary Dental insurance ROLE DESCRIPTION: As a Registered Representative - State Farm Agent Team Member with David Dupree - State Farm Agent, 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. #J-18808-Ljbffr David Dupree

Vacancy posted 2 days ago
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