Registered Representative - State Farm Agent Team Member
Amy Kaplan - State Farm Agent
Benefits Paid time off Profit sharing Signing bonus Training & development 401(k) 401(k) matching Bonus based on performance Company parties Competitive salary Role Description As a Registered Representative with Amy Kaplan-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 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 Amy Kaplan - State Farm Agent
Vacancy posted 2 days ago
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