Registered Representative - State Farm Agent Team Member

Brianhickssf; Apex (NC); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Birthday off

Holidays off

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Company parties

Competitive salary

Job summary

Brianhickssf in Apex, NC, is seeking a Registered Representative - State Farm Agent Team Member to market financial products and educate customers on their options. This full-time role involves managing customer portfolios, conducting needs analyses, and ensuring compliance with industry regulations.

Candidates must hold Series 6, 63, and 65 licenses and have strong communication and analytical skills. The position offers a competitive salary range of $50,000 to $80,000, alongside benefits such as paid time off and opportunities for advancement.

Qualifications

• Strong knowledge of investment products and financial markets.
• Detail-oriented with strong analytical skills.
• Ability to build and maintain customer relationships.

Responsibilities

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

Skills

Communication skills

Customer service skills

Analytical skills

Investment knowledge

Education

Series 6, 63 and 65 license

Tools

Financial software

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Apex - NC

Benefits

• Birthday off
• Holidays off
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Company parties
• Competitive salary

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Brian Hicks - 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.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

QUALIFICATIONS

• Series 6, 63 and 65 license 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.

Compensation $50,000.00 - $80,000.00 per year