Registered Representative - State Farm Agent Team Member

Basalt, CO; Basalt (CO); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

401(k)

401(k) matching

Paid time off

Job summary

Andrea Gurule - State Farm Agent is seeking a Registered Representative to market financial products and advise customers on risk management and investment options. The role emphasizes a sales-minded, consultative approach with strong analytical skills and competence in financial software.

Based in Basalt, CO, the position is full-time and offers a suite of benefits including health, vision, and retirement plans.

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 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 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.

Skills

Series 6/7 license

Investment products knowledge

Communication skills

Customer relationships

Analytical skills

Financial software proficiency

Professional ethics

Tools

Financial software suites

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Basalt - CO

• Health insurance
• Paid time off
• Vision insurance
• 401(k)
• 401(k) matching

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Andrea Gurule - 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.
• 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.

Compensation $80,000.00 - $120,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.