Future Opening: Registered Representative - State Farm Agent Team Member jobs in United States
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State Farm Agent · 5 months ago

Future Opening: Registered Representative - State Farm Agent Team Member

State Farm Agent is seeking a Registered Representative - State Farm Agent Team Member to market financial products and educate customers on their financial options. The role involves providing investment advice, managing client portfolios, and ensuring compliance with industry regulations.

Auto InsuranceFinanceFinancial ServicesHealth InsuranceInsuranceLife Insurance

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

Qualification

Series 67 licenseInvestment products knowledgeFinancial markets knowledgeFinancial software proficiencyCustomer service skillsClient relationship buildingAnalytical skillsEthical standardsProfessionalismSpanish languageCommunication skillsDetail-oriented

Required

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

Benefits

Simple IRA
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Opportunity for advancement
Training & development

Company

State Farm Agent

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At State Farm®, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Funding

Current Stage
Late Stage

Leadership Team

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Fawad Ahmad
SVP - Digital & Customer Experience and Chief Digital Officer
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Company data provided by crunchbase