Philip Call - State Farm Agent

Compensation

Full Description

Benefits: • 401(k) matching • Bonus based on performance • Dental insurance • Flexible schedule • Opportunity for advancement • Paid time off • Vision insurance • Wellness resources ROLE DESCRIPTION: As a Registered Representative of our multi-office agency, 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 or 7 license and other relevant certifications. • 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. Flexible work from home options available.