Registered Representative - State Farm Agent Team Member

State Farm Agent; Buford (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Job summary

A reputable insurance agency seeks a Registered Representative – Team Member to effectively market financial products while supporting customers in managing everyday risks. Candidates should have Series 6 or 7 licenses and strong knowledge of investment products. Responsibilities include conducting financial analyses, managing portfolios, and ensuring compliance with regulations. This role offers a competitive salary ranging from $70,000 to $90,000 annually, alongside opportunities for advancement and development.

Qualifications

• Proficient knowledge of financial products.
• Experience in marketing financial products.
• Analytical precision in supporting customers.

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

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

Education

Series 6 or 7 license and other relevant certifications

Job description

Role Description

As a Registered Representative – State Farm Agent Team Member with Kraig Streetman – 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.

Benefits

• Opportunity for advancement
• Paid time off
• Training & development

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: $70,000.00 - $90,000.00 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.