Registered Representative - State Farm Agent Team Member
On-siteOcala, Florida, United States
Job Summary
Registered Representative - State Farm Agent Team Member responsible for marketing and educating customers on financial products to manage everyday risks. Demonstrates proficiency with investment products and financial markets, conducts investment needs analysis, recommends products, manages client portfolios, and provides ongoing support. Delivers presentations and seminars on investment topics, maintains accurate records, stays up-to-date on market trends and regulatory changes, and ensures compliance with industry standards. Requires Series 6 or 7 license (or equivalent) and strong communication, client service, analytical, and professional skills, with proficiency in financial software and tools.
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