Registered Representative - State Farm Agent Team Member

State Farm Agent; Champlin (MN); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

Paid time off

Training & development

401(k)

Job summary

Tony Hoaglund – State Farm Agent in Champlin, MN seeks a Registered Representative Team Member to market financial products and educate customers on options. You will apply a consultative, sales-minded approach to risk management and financial planning, while maintaining regulatory compliance and accurate records.

The role emphasizes customer service, portfolio support, and ongoing market analysis, with training and compensation aligned to performance.

Qualifications

• Licenses such as Series 6/63/65 or SIE preferred.
• SIE, Series 6/63/65 and other relevant 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.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Securities licensing

Certifications

Investment products knowledge

Communication skills

Customer service

Attention to detail

Financial software

Ethical standards

Tools

Financial software tools

Job description

Role Description

As a Registered Representative – State Farm Agent Team Member with Tony Hoaglund – 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

• Paid time off
• Training & development
• 401(k)

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 6/63/65 or SIE licenses preferred
• SIE, Series 6/63/65, 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 - $130,000.00 per year

My Team's Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams. We Are Located In Champlin, MN And Help Customers With Their Insurance And Financial Services Needs, Including

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

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.