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Registered Representative - State Farm Agent Team Member

$40k - $80k

Myagentjay

Registered Representative - State Farm Agent Team Member Full Time in Ukiah - CA Benefits 401(k) 401(k) matching Bonus based on performance Profit sharing

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Jay Epstein - 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. Compensation $40,000.00 - $80,000.00 per year #J-18808-Ljbffr Myagentjay

Vacancy posted 3 days ago
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