Investment & Insurance Advisor | Flexible Schedule

Matt Kwiatkowski - State Farm Agent; Franklin (IN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Bonus

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Paid time off

Training & development

Vision insurance

Job summary

Matt Kwiatkowski - State Farm Agent is seeking a Registered Representative to help market financial products and educate customers on insurance and investment options. The role emphasizes consultative sales, analysis of client needs, and ongoing portfolio support within a State Farm Agency environment.

The position requires securities licensing and a strong understanding of investment products, with a focus on ethical client service and growth opportunities.

Qualifications

• Securities licenses required or in progress
• Strong knowledge of investments and financial markets
• Excellent communication and customer service skills
• Ability to build and maintain client relationships
• Detail-oriented with analytical mindset

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customer 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 customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Investment knowledge

Communication

Customer service

Relationship building

Analytical skills

Financial software

Ethical standards

Education

Series 6/63/65 or 7 license

Tools

CRM software

Job description

Matt Kwiatkowski - State Farm Agent is seeking a Registered Representative to help market financial products and educate customers on insurance and investment options. The role emphasizes consultative sales, analysis of client needs, and ongoing portfolio support within a State Farm Agency environment.

The position requires securities licensing and a strong understanding of investment products, with a focus on ethical client service and growth opportunities.