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Registered Representative - State Farm Agent Team Member

Registered Representative - State Farm Agent Team Member

William Vu - State Farm AgentWestminster, CA, US
30+ days ago
Salary
$40,000.00–$60,000.00 yearly
Job type
  • Part-time
Job description

Benefits :

  • Competitive salary
  • Flexible schedule
  • Paid time off

ROLE DESCRIPTION :

As a Registered Representative - State Farm Agent Team Member with William Vu - 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 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.
  • Billingual Vietnamese

    • QUALIFICATIONS :

  • Series 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.