Registered Representative - State Farm Agent Team Member

Robert Ndegwa - State Farm Agent; Austin (TX); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Simple IRA

Performance-based bonus

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Robert Ndegwa - State Farm Agent in Austin, Texas is looking for an experienced financial services professional. This role focuses on building strong customer relationships and guiding them toward secure financial futures.

The ideal candidate will have strong analytical skills to identify investment needs and recommend suitable life and health insurance products. This position offers a range of benefits and opportunities for advancement.

Qualifications

• Licenses and certifications in financial services required.
• Strong knowledge of investment products and financial markets.
• Ability to foster strong customer relationships.

Responsibilities

• Provide investment options and consult securities with clients.
• Conduct financial needs analyses and recommend products.
• Manage customer portfolios and ensure ongoing support.
• Stay updated on market trends and compliance requirements.

Skills

Communication skills

Analytical skills

Customer relationship building

Detail-oriented

Education

Series 6/63/65/7 or SIE license

Tools

Investment products knowledge

Job description

Benefits

• Simple IRA
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

Role Description

Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment, life, and health 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 6/63/65/7 or SIE 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.
• High ethical standards and professionalism.