Registered Representative - State Farm Agent Team Member

Brent Holtz - State Farm Agent; Carrollton (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Advancement opportunities

Paid time off

Training & development

401(k)

401(k) matching

Performance bonus

Competitive salary

Company events

Free snacks

Job summary

Brent Holtz - State Farm Agent is seeking a Registered Representative to market financial products, analyze client needs, and provide consultative sales and ongoing support. You will educate customers on options, manage portfolios, and stay current with market trends while maintaining high ethical standards.

Responsibilities include conducting needs analyses, presenting investment topics, and ensuring regulatory compliance as part of a sales-focused, growth-oriented agency team.

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.

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 products knowledge

Customer service

Communication

Analytical skills

Sales mindset

Education

Series 6 or 7 license

Other relevant certifications

Tools

Financial software

Market analysis tools

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Company parties
• Free food & snacks

Role Description:

As a Registered Representative - State Farm Agent Team Member with Brent Holtz - 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.