Registered Representative - State Farm Agent Team Member
$40k - $60kMichele Warren - State Farm Agent
Registered Representative
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. Our office is located in North Austin, Texas. We currently have 4 team members at our agency.
Compensation: $40,000.00 - $60,000.00 per year
Role Description
As a Registered Representative with Warren Insurance Agency, 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.
Vacancy posted 6 hours ago
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