Financial Services Professional

4 weeks ago


Clarksburg, West Virginia, United States Shannon Reed - State Farm Agent Full time
Job DescriptionAs a Registered Representative with Shannon Reed State Farm, you will be responsible for marketing and selling financial products that manage everyday risks. Your knowledge of financial products will enable you to provide expert advice to customers and help them make informed decisions about their financial options.

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.


Requirements:
  • 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.


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