ROLE DESCRIPTION:
As a Registered Rep with Jay Ellett 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:
As a Registered Rep with Jay Ellett 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 and 63 or 66 licenses and other relevant certifications
- Preferred to have Life and Health license or willing to obtain them.
- 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
Do you want to work with someone who will help you achieve YOUR goals?
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, and Renters Insurance.
- I am a proud graduate of The University of Alabama and The University of North Alabama.
- We currently have 3 team members at our agency.
If you want a career, not a job, then we encourage you to apply.
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.
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Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none