Registered Representative - State Farm Agent Team Member
$40,000–$120,000 year
On-siteDubuque, Iowa, United States
EXPIREDDubuque, Iowa, United StatesOn-siteFull Time$40,000–$120,000 yearLicense Or CertificationEnterprise
Full TimeLicense Or CertificationEnterprise
Job Summary
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. Leverage proficient knowledge of financial products to educate clients on their options. Maintain high ethical standards and professionalism while building lasting customer relationships.
Required Qualifications
- 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.