Registered Representative - State Farm Agent Team Member
Full Time in Pinson, AL
Replies within 24 hours
ROLE DESCRIPTIONAs a Registered Representative with Jay Ellett 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. This can either be a career position as an Insurance and Investment Advisor or be a position for someone with aspirations of being a State Farm Agent in the future. 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
- Having already passed Series 6 or 7 license and 63 or 66
- Currently hold Alabama Life and Health Insurance license, or able to obtain
- Currently hold Alabama Property and Casualty license, or able to obtain
- 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.
Only apply for this position if you have already passed either the Series 6 or 7 and 63 or 66. Look at other postings I have if not currently FINRA licensed as an Insurance Account Rep can grow into the Registered Rep position within the agency.
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