Registered Representative - State Farm Agent Team Member

Champlininsurance; Champlin (MN); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

Paid time off

401(k)

Training & development

Job summary

State Farm Agent Team Member in Champlin, MN seeks a Registered Representative to market financial products and educate customers on options. You will provide investment guidance and engage clients with a consultative approach.

You will perform investment needs analyses, manage portfolios, stay compliant, and support clients with ongoing service while building long-term relationships.

Qualifications

• Licenses such as Series 6/63/65 or SIE are preferred.
• Knowledge of investment products and financial markets.
• Strong communication and customer service skills.
• Ability to build and maintain customer relationships with attention to detail.

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.

Skills

Investment products knowledge

Customer service

Communication skills

Analytical mindset

Detail-oriented

Education

SIE license

Series 6/63/65 licenses

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Champlin - MN

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

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.

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

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