Registered Representative - State Farm Agent Team Member

Chris Case - State Farm Agent; Arlington (WA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Flexible schedule

Opportunity for advancement

Paid time off

Job summary

Chris Case - State Farm Agent is seeking a Registered Representative in Arlington, Virginia, to market financial products and educate customers on their options. This role requires strong knowledge of investment products, excellent communication skills, and a Series 6 or 7 license.

Your analytical skills will help you manage customer portfolios and provide ongoing support while maintaining compliance with industry regulations.

We offer a competitive salary, performance bonuses, and a flexible schedule.

Qualifications

• Series 6 or 7 license and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Ability to build and maintain customer relationships.

Responsibilities

• Provide investment consulting to customers.
• Recommend investment products based on financial needs.
• Ensure compliance with industry regulations.

Skills

Investment products knowledge

Customer service skills

Analytical skills

Communication skills

Detail-oriented

Education

Series 6 or 7 license

Tools

Financial software

Job description

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off

Role Description

As a Registered Representative with Chris Case State Farm, 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 customers relationships.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.