Registered Representative - State Farm Agent Team Member

Benefits:

• 401(k)


• 401(k) matching


• Bonus based on performance


• Competitive salary


• Paid time off


• Training & development

ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Sean Morton - State Farm Agent,  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 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

PAY / BENEFITS:

• Base Salary: $45,000 to $57,579 depending on experience/licensing


• Bonus: Based upon production


• Health: Stipend if necessary


• Retirement Plan: 401(k) + match, with Roth Option


• PTO + Sick