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Registered Representative - State Farm Agent Team Member at Peak Retirement
Round Rock, Texas, United States -
Full Time

Start Date

Immediate

Expiry Date

07 Aug, 26

Salary

75000.0

Posted On

09 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Needs Analysis, Portfolio Management, Investment Consulting, Customer Relationship Management, Analytical Skills, Communication Skills, Customer Service, Regulatory Compliance, Financial Software Proficiency, Public Speaking

Industry

Description
Benefits: 401(k) matching Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Registered Representative - State Farm Agent Team Member with Greg Meyer - 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 and 63 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.
Responsibilities
The role involves consulting customers on investment options and conducting financial needs analyses to recommend appropriate products. Additionally, the representative manages customer portfolios and ensures all transactions comply with industry regulations.