Registered Representative - State Farm Agent Team Member

Stephanie Owens - State Farm Agent; Baltimore (MD); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Advancement opportunities

Paid time off

Profit sharing

Signing bonus

Training & development

Job summary

Stephanie Owens Agency seeks a Registered Representative to discuss investment options, educate clients, and tailor financial solutions. You’ll be trained, learn our process, and build confidence while supporting customers in their financial journey.

Responsibilities include educating clients, completing needs analysis, managing portfolios, and staying current with market trends and regulations through ongoing training.

Qualifications

• IAR license or working toward it.
• Series 6 and 65 license or in progress.
• Willingness to learn investment products and markets.
• Strong communication and relationship-building skills.

Responsibilities

• Talk with customers about investment options and educate them on our process.
• Complete financial needs conversations and recommend suitable products.
• Help customers manage portfolios and provide ongoing support.
• Stay up to date on market trends and regulatory requirements (training provided).
• Join customer presentations and seminars when needed with guidance.
• Keep accurate records of meetings, transactions and interactions.
• Follow all applicable compliance rules and maintain ethical standards.

Skills

IAR

Series 6

Series 65

Communication skills

Job description

Benefits

• Opportunity for advancement
• Paid time off
• Profit sharing
• Signing bonus
• Training & development

ROLE DESCRIPTION

At Stephanie Owens Agency, you’ll be a Registered Representative helping customers protect what matters and plan for their future. You’ll talk with people, learn what they need, and match them with the right financial/investment options.

And if you’re new to the business—don’t worry. We’ll train you. You don’t have to walk in knowing everything. We’ll coach you on our process, help you get comfortable talking with customers, and make sure you feel supported while you build confidence and momentum.

RESPONSIBILITIES

• Talk with customers about investment options and help educate them (we’ll teach you what to say and how we do it).
• Complete financial needs conversation and recommend products that fit their goals.
• Help customers feel taken care of by managing portfolios and providing ongoing support.
• Stay up to date on market trends and required regulations (training provided to keep you on track).
• Join customer presentations and seminars when needed—again, with guidance as you get started.
• Keep accurate records of meetings, transactions, and customer interactions.
• Follow all compliance rules and do things the right way.

QUALIFICATIONS

• IAR and Series 6 & 65 (or you’ve passed one and are currently studying for the other).
• A willingness to learn investment products and financial markets (and keep learning).
• Friendly, clear communication skills—people need to feel comfortable with you.
• Ability to build real relationships and follow through.
• Strong attention to detail and good problem-solving skills.
• High integrity, professionalism, and a “do it right” mindset.