Registered Representative - State Farm Agent Team Member jobs in United States
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State Farm Agent · 1 month ago

Registered Representative - State Farm Agent Team Member

State Farm Agent is seeking a Registered Representative - State Farm Agent Team Member to market financial products that manage everyday risks. The role involves educating customers on their financial options and providing ongoing support for their investment needs.

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 products knowledgeFinancial markets knowledgeFinancial software proficiencyInsurance licensesCustomer service skillsAnalytical skillsProfessionalismHigh ethical standardsCommunication 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
Property/Casualty and Life/Health Insurance Licenses - Must have or obtain

Benefits

401(k)
401(k) matching
Bonus based on performance
Competitive salary
Paid time off
Training & development
Health: Stipend if necessary
Retirement Plan: 401(k) + match, with Roth Option
PTO + Sick

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