Registered Representative - State Farm Agent Team Member jobs in United States
cer-icon
Apply on Employer Site
company-logo

State Farm Agent · 1 month ago

Registered Representative - State Farm Agent Team Member

State Farm Agent is a growth-oriented agency seeking a Registered Representative - State Farm Agent Team Member. In this role, you will market financial products, educate customers on their financial options, and provide ongoing support for their investment portfolios.

Auto InsuranceFinanceFinancial ServicesHealth InsuranceInsuranceLife Insurance

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

Qualification

Series 67 licenseInvestment productsFinancial markets expertiseFinancial software proficiencyCustomer service skillsAnalytical skillsProfessionalismCommunication skillsRelationship buildingDetail-oriented

Required

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
Proficiency with financial software and tools
High ethical standards and professionalism

Benefits

Bonus based on performance
Competitive salary
Health insurance
Paid time off
Training & development

Company

State Farm Agent

company-logo
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

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