Registered Representative - State Farm Agent Team Member at Matt Kwiatkowski - State Farm Agent
JOB DESCRIPTION
Do you want a career and not just a job?
We are a very busy office and are looking for our next great team member. We are a growing agency with big dreams and lots of potential. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you want to work in an environment that is fun, challenging, and rewarding, then Matt Kwiatkowski - State Farm Agent may be the right fit for you. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
About Our Agency
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
Benefits
401(k), bonus based on performance, competitive salary, dental insurance, flexible schedule, health insurance, opportunity for advancement, paid time off, training & development, vision insurance.
Role Description
As a Registered Representative - State Farm Agent Team Member with Matt Kwiatkowski - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
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
Series 6/63/65 or 7 license 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.
Compensation: $50,000.00 - $75,000.00 per year