Job Description

Benefits:


  • 401(k)

  • Bonus based on performance

  • Competitive salary

  • Flexible schedule

  • Health insurance

  • Opportunity for advancement

  • Paid time off

  • Training & development





ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Aaron Kilbride - 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.

  • 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 (required).

  • 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.

  • High ethical standards and professionalism.



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