Registered Representative - State Farm Agent Team Member

State Farm Mutual Automobile Insurance Company; Bend (OR); On-site; USD 100,000 - 145,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

401(k) matching

Vision insurance

Competitive salary

Training & development

Dental insurance

Job summary

Ryan Walker - State Farm Agent is seeking a Registered Representative to market financial products and manage client investments in Bend, OR. The role emphasizes a sales-minded, consultative approach and strong ethical standards, with opportunities for advancement and comprehensive benefits.

You will analyze client needs, recommend options, and support ongoing portfolio management. The position offers a competitive salary range, 401(k) plans, health and vision insurance, paid time off, and

Qualifications

• Series 6 or 7 license and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Communication and customer service skills.
• 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.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Investment knowledge

Communication skills

Analytical skills

Customer service

Detail-oriented

Financial software

Tools

Financial software tools

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Bend - OR

• 401(k)
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• 401(k) matching
• Vision insurance
• Competitive salary
• Training & development
• Dental insurance

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Ryan Walker - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of reinforces your sales-minded and consultative approach to educating customers on their 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.
• 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.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.

Compensation $100,000.00 - $145,000.00 per year

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