Hybrid Investment & Financial Services Rep

MyClovisAgent; United States; Hybrid; USD 73,000 - 85,000; Full time

Benefits offered by this job

Paid time off

401(k)

401(k) matching

Job summary

State Farm is seeking a Registered Representative - State Farm Agent Team Member in a hybrid, full-time role in the US. You will market financial services products and educate customers on their financial options, using your knowledge of investments to guide decisions.

This position emphasizes compliance, client portfolios, and ongoing support; you’ll stay current with market trends and maintain records, with opportunities to grow your dream career and earn a competitive compensation.

Qualifications

• Licenses: Series 6/63/65 or SIE preferred.
• SIE, Series 6/63/65, 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.

Responsibilities

• Provide investment options and consult on 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 customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Investment knowledge

Communication

Customer service

Analytical skills

Detail-oriented

Portfolio management

Ethical standards

Proficiency with financial software

Education

SIE/Series 6/63/65 licenses

Tools

Financial software

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Hybrid - US

• Paid time off
• 401(k)
• 401(k) matching

ROLE DESCRIPTION
As a Registered Representative - State Farm Agent Team Member with Philip Call - State Farm Agent, you will successfully market financial services 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 agent office.

RESPONSIBILITIES

• Provide investment options and consult on 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 customer interactions.
• Ensure compliance with industry regulations and standards.

QUALIFICATIONS

• Series 6/63/65 or SIE licenses preferred
• SIE, Series 6/63/65, 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.

Flexible work from home options available.

Compensation $73,000.00 - $85,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.