Registered Representative – State Farm Agent Team Member

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State Farm
55000 - 65000 USD / Year
  • Finance
  • FlexTime
  • FullTime
  • Applications have closed

Benefits:

  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As a Registered Representative – State Farm Agent Team Member with Ryan Kleeman – State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their 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.
  • Maintain accurate records of transactions and customers interactions.

QUALIFICATIONS:

  • Series 6 or 7 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.
  • High ethical standards and professionalism.

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