Licensed Financial Advisor – Insurance & Investments

Kristin Staropoli State Farm Insurance; Tigard (OR); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Bonus based on performance

Health insurance

Opportunities for advancement

Paid time off

Job summary

Kristin Staropoli State Farm Insurance in Tigard, OR is seeking a Registered Representative - State Farm Agent Team Member to market financial products, conduct financial needs analysis, and educate customers on insurance and investment options.

The role emphasizes a sales-minded, consultative approach, strong client relationships, and regulatory compliance, with responsibilities including portfolio management, staying updated on market trends, and maintaining accurate records.

Qualifications

• Must hold FINRA licenses as listed.
• Experience with financial products.
• Strong customer service and communication.

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

Customer service skills

Communication

Sales mindset

Analytical skills

Education

Series 6/63/65 or 7 and SIE license

Job description

Kristin Staropoli State Farm Insurance in Tigard, OR is seeking a Registered Representative - State Farm Agent Team Member to market financial products, conduct financial needs analysis, and educate customers on insurance and investment options.

The role emphasizes a sales-minded, consultative approach, strong client relationships, and regulatory compliance, with responsibilities including portfolio management, staying updated on market trends, and maintaining accurate records.