What are the responsibilities and job description for the Registered Representative - State Farm Agent Team Member position at Philip Watson - State Farm Agent?
Benefits:
- SIMPLE IRA
- Paid time off
ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Philip Watson - 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.
COMPENSATION:
As a Registered Representative - State Farm Agent Team Member with Philip Watson - 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.
COMPENSATION:
- $60,000 Annual Salary
- Annual Commission and Bonus expected to be in the $20,000 - 40,000 range (paid monthly as earned)
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:
- Active Series 65 or CHFC certification plus Series 6, 63 and SIE 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.
- Active P&C and L&H license, or ability to obtain within 30 days.
Salary : $60,000