Registered Representative - State Farm Agent Team Member
Full Time in Hybrid - US
Responsive recruiter
Benefits
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Unlock Your Potential as a Registered Representative!
Join the Winning Team at Jeff Gottesman’s Agency! Are you an experienced Registered Representative looking to take your career to the next level? At the Jeff Gottesman Agency, we are seeking a dynamic professional who is passionate about helping clients navigate their financial futures. Join our high-performing office and become an integral part of a team dedicated to excellence in customer service and financial education.
Why Choose Us?
- Make a Difference Your expertise will empower clients to make informed decisions about their financial futures, helping them manage everyday risks and achieve their investment goals.
- Career Advancement We believe in fostering your growth. Enjoy ongoing training and development opportunities designed to enhance your skills and propel your career forward.
- Collaborative Environment Work alongside a team of dedicated professionals who are committed to your success. We celebrate achievements together and continuously strive for excellence.
- Innovative Culture Stay ahead of the curve with access to cutting-edge financial tools and resources that enable you to provide the best possible service to your clients.
Your Role As a Registered Representative with Agent Jeff Gottesman, you will leverage your in-depth knowledge of financial products to guide clients through their investment journeys. Your consultative approach and analytical precision will make you a trusted advisor and a key asset to our agency. Key Responsibilities
- Provide tailored investment options and consult on securities for a diverse range of customers.
- Conduct thorough financial needs analyses to recommend suitable investment products that align with clients’ goals.
- Manage customer portfolios, ensuring they receive ongoing support and expert guidance.
- Stay informed about market trends and regulatory changes to deliver accurate and timely advice.
- Conduct engaging presentations and seminars on investment topics to educate clients and prospects.
- Maintain accurate records of transactions and customer interactions to ensure transparency and compliance.
- Uphold the highest standards of compliance with industry regulations and best practices.
What You Bring
- Valid Series 6, 63, and 65 licenses, along with other relevant certifications preferred.
- Strong knowledge of investment products and financial markets.
- Exceptional communication and customer service skills that foster strong client relationships.
- Detail-oriented mindset with strong analytical skills to assess and meet clients' needs.
- Proficiency with financial software and tools to enhance client interactions and portfolio management.
- High ethical standards and professionalism in all dealings with clients and colleagues.
Are You Ready to Elevate Your Career? If you are a results-driven Registered Representative eager to make a meaningful impact while advancing your career in a supportive and innovative environment, we want to hear from you! Join the Jeff Gottesman Agency, where your skills will be valued, and your contributions will drive our collective success. Apply Today! Your next exciting career opportunity awaits!
Flexible work from home options available.
Compensation $65,000.00 - $85,000.00 per year
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none