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As a Registered Rep with Adam Leggett 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 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.
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 - $200,000.00 per year
Looking for the skills and confidence to run a business in the future?
Our well-trained team uses state of the art technology to achieve outstanding results. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers.
About Our Agency
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
Our office is located in Wylie, TX.
I am a proud graduate of Georgia Tech University.
Our agency has received awards including: Chairman's Circle and Ambassador Travel
We look forward to speaking with you!
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Seniority level
Entry level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Insurance
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