Registered Representative - State Farm Agent Team Member
Brent Holtz - State Farm Agent
Benefits: Opportunity for advancement Paid time off Training & development 401(k) 401(k) matching Bonus based on performance Competitive salary Company parties Free food & snacks Role Description: As a Registered Representative - State Farm Agent Team Member with Brent Holtz - 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: Series 6 or 7 license 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 Brent Holtz - State Farm Agent
Vacancy posted 14 hours ago
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