What are the responsibilities and job description for the Registered Representative - State Farm Agent Team Member position at Michelle Wilhoit - State Farm Agent?
Benefits:
- Group Life Insurance
- Commission
- Bonus based on performance
- Health insurance
ROLE DESCRIPTION:
As a Registered Representative with Michelle Wilhoit 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.
This is a base salary plus commission position designed for a motivated, performance-driven professional. It is not a role for someone looking to simply collect a salary. Your earning potential is directly tied to your effort, results, and overall performance.
RESPONSIBILITIES:
As a Registered Representative with Michelle Wilhoit 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.
This is a base salary plus commission position designed for a motivated, performance-driven professional. It is not a role for someone looking to simply collect a salary. Your earning potential is directly tied to your effort, results, and overall performance.
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.
QUALIFICATIONS:
- 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.
Benefits:
Vacation & Paid Time Off, 401K Plan, Paid Holidays