Registered Representative - State Farm Agent Team Member
Brady Crawford - State Farm AgentKansas City, MO, USjob_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionSeries 6 or 7 license and other relevant certifications. Strong knowledge of investment products and financial markets. Excellent communication and customer service skills. Ability to build and maintain client relationships. Detail-oriented with strong analytical skills. Proficiency with financial software and tools. High ethical standards and professionalism.
Job Description
Job Description
ROLE DESCRIPTION :
As a Registered Representative with Brady Crawford State Farm, 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 advice and sell securities to clients.
- Conduct financial needs analysis and recommend investment products.
- Manage client 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 client interactions.
- Ensure compliance with industry regulations and standards.
QUALIFICATIONS :
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Representative State • Kansas City, MO, US
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