Registered Representative - State Farm Agent Team Member

Frank-Lewis---State-Farm-Agent; Auburn (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Paid time off

Training & development

Opportunity for advancement

Job summary

Frank-Lewis---State-Farm-Agent in California seeks a licensed financial professional to market and educate customers on financial services products, leveraging licensed offerings to help manage everyday risks.

You will analyze client needs, recommend investment options, and support portfolios while staying compliant and up to date with market trends.

Qualifications

• Licenses: Series 6/63/65 or SIE preferred.
• SIE, Series 6/63/65 and other certifications.
• Strong knowledge of investment products and markets.
• Excellent communication and customer service.
• Ability to build and maintain customer relationships.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.

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

Investment knowledge

Communication skills

Customer service

Analytical skills

Attention to detail

Financial software

Ethical standards

Education

Financial licenses (Series 6/63/65 or SIE)

Tools

CRM software

Portfolio tools

Job description

Benefits:

• 401(k)
• Bonus based on performance
• Paid time off
• Training & development
• Opportunity for advancement

ROLE DESCRIPTION:

As a with , you will successfully market financial services 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 agent office.

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.

QUALIFICATIONS:

• Series 6/63/65 or SIE licenses preferred
• SIE, Series 6/63/65, 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.