What are the responsibilities and job description for the Registered Representative - State Farm Agent Team Member position at Angel Rodriguez - State Farm Agent?
Benefits:
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
ROLE DESCRIPTION:
As a licensed security representative, 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.
Registered Representative will have access to books of business from multiple agents-very warm leads.
RESPONSIBILITIES:
As a licensed security representative, 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.
Registered Representative will have access to books of business from multiple agents-very warm leads.
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 63 or 65 license and other relevant certifications.
- BI-LINGUAL Spanish/English Speaker
- 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.
Flexible work from home options available.
Salary : $60,000 - $100,000