What are the responsibilities and job description for the Registered Representative - State Farm Agent Team Member position at Kimberly Bell - State Farm Agent?
Benefits:
ROLE DESCRIPTION:
As a Registered Representative with Kimberly Bell State Farm, you will successfully market financial services 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 agent office.
RESPONSIBILITIES:
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Registered Representative with Kimberly Bell State Farm, you will successfully market financial services 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 agent office.
RESPONSIBILITIES:
- Provide investment options and consult on 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 customer interactions.
- Ensure compliance with industry regulations and standards.
- Series 6/63/65 or SIE licenses preferred
- SIE, Series 6/63/65, 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.