Registered Representative - State Farm Agent Team Member

Ashleigh Mooney; Alabama; On-site; USD 40,000 - 120,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Paid time off

Relocation bonus

Signing bonus

Job summary

Ashleigh Mooney - State Farm Agent is looking for a Registered Representative - State Farm Agent Team Member based in Loxley, Alabama. This full-time position offers a competitive salary ranging from $40,000 to $120,000 per year. The role involves marketing financial products, providing investment options, conducting financial needs analysis, and managing customer portfolios. Applicants need to hold a Series 6 or 7 license, and should have strong communication skills and a thorough understanding of investment products. A range of benefits including bonuses and paid time off are available.

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.
• Conduct presentations and seminars on investment topics.

Skills

Communication and customer service skills

Strong knowledge of investment products and financial markets

Ability to build and maintain customer relationships

Detail-oriented with strong analytical skills

Proficiency with financial software and tools

High ethical standards and professionalism

Education

Series 6 or 7 license and other relevant certifications

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Loxley - AL

Compensation $40,000.00 - $120,000.00 per year

Benefits

• Simple IRA
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Relocation bonus
• Signing bonus

Role Description

As a Registered Representative - State Farm Agent Team Member with Ashleigh Mooney - 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 customer relationships.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.

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.