ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with David Christy - 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.
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 and 65 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.
How to Apply:
Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance sales, we want to hear from you!
www.davechristyinsurance.com
David Christy - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.
This is a remote position.
