Investment & Insurance Advisor – Financial Services

Chadbabcock; Minnesota; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Job summary

A local insurance agency in Minnesota is seeking a Registered Representative to join its State Farm Agent Team. In this full-time role, you will market financial products and assist customers in making informed decisions about their investments. The ideal candidate will possess a Series 6/63/65 or 7 license, alongside excellent communication and analytical skills, to ensure compliance and provide superior customer service. A competitive salary and comprehensive benefits are offered.

Qualifications

• Strong knowledge of investment products and financial markets.
• Detail-oriented with strong analytical skills.
• High ethical standards and professionalism.

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.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Communication skills

Customer service skills

Detail-oriented

Analytical skills

Ability to build relationships

Education

Series 6/63/65 or 7 license

Relevant certifications

Job description

A local insurance agency in Minnesota is seeking a Registered Representative to join its State Farm Agent Team. In this full-time role, you will market financial products and assist customers in making informed decisions about their investments. The ideal candidate will possess a Series 6/63/65 or 7 license, alongside excellent communication and analytical skills, to ensure compliance and provide superior customer service. A competitive salary and comprehensive benefits are offered.