Registered Representative - State Farm Agent Team Member

State Farm

$60K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Series 6, and 63 or 65 license and other relevant certifications required.
  • Strong knowledge of investment products and financial markets essential.
  • Excellent communication and customer service skills are necessary.
  • Proven ability to build and maintain customer relationships.
  • Detail-oriented with strong analytical abilities crucial.
  • Proficiency in using financial software and tools required.
  • High ethical standards and professionalism are mandatory.

Responsibilities

  • Provide investment options and consult securities to customers.
  • Conduct financial needs analysis and recommend investment products.
  • Manage customer 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 customer interactions.
  • Ensure compliance with industry regulations and standards.

Benefits

  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
Full Job Description
Benefits:
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance


ROLE DESCRIPTION: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, and 63 or 65 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: $60,000.00 - $120,000.00 per year

We are a very busy office and are looking for our next great team member. 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. Come work with an energetic, fun team at Alejandra Bustamante - State Farm Agent!
About Our Agency

  • Additional languages spoken: Spanish

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.

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