Registered Representative - State Farm Agent Team Member

Gladwininsurance; Bay City (MI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Bonus based on performance

Job summary

Lori Harrison - State Farm Agent in Bay City, MI seeks a Registered Representative to market financial products and educate customers on their options. You will support growth through consultative sales and ongoing customer service.

The role emphasizes investment knowledge, compliance, and a strong ethical approach, with opportunities for advancement and performance-based bonuses. This is a full-time position based in Bay City, Michigan.

Qualifications

• Must hold Series 6 or 7 license or equivalent certifications.
• Strong knowledge of investment products and financial markets.
• Excellent 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

Investment knowledge

Customer service

Communication skills

Financial software

Tools

Financial software

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Bay City, MI

• Opportunity for advancement
• Paid time off
• Bonus based on performance

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Lori Harrison - 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 $60,000.00 - $100,000.00 per year