Registered Representative - State Farm Agent Team Member

Job Description

Job Description

ROLE DESCRIPTION:
As a Registered Representative with Brady Crawford State Farm, 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.
• 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.