Series 6 or 7 license and related certifications required
Life/Health Insurance License needed
Strong familiarity with investment products and financial markets
Excellent communication and customer service skills essential
Proven ability to foster client relationships
Detail-oriented with robust analytical capabilities
Proficient in financial software and tools
High ethical standards and professionalism mandatory
Responsibilities
Provide investment advice and sell securities to clients
Conduct financial needs analysis and recommend suitable investment products
Manage client portfolios and offer 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
Benefits
401(k) and 401(k) matching
Performance-based bonuses
Opportunities for advancement
Paid time off
Dental, health, and vision insurance
Training and development
Company parties
Full Job Description
Benefits:
401(k)
401(k) matching
Bonus based on performance
Opportunity for advancement
Paid time off
Dental insurance
Health insurance
Training & development
Vision insurance
Company parties
Competitive salary
ROLE DESCRIPTION:As a Registered Representative with Kathy Powell Insurance and Financial Services, Inc, 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:
Series 6 or 7 license and other relevant certifications.
Life/Health Insurance License
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.
Compensation: $80,000.00 - $125,000.00 per year
Are You Driven & Ambitious?
We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you. About Our Agency
We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, and Renters Insurance.
Our office is located in Auburn, AL.
I have been a State Farm agent since 2004.
We have 33 years of combined insurance experience in our office.
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.
