Registered Representative - State Farm Agent Team Member

Mike DiMarco - State Farm Agent; City of Rye (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Commission

Advancement

Paid time off

Training & Development

401(k)

Bonus

Job summary

Mike DiMarco Ins Agcy Inc in Rye, NY is seeking a Registered Representative to market financial services and educate customers on their options. You will apply your knowledge of investment products to advise clients and grow the agency’s business.

Role focuses on securities consultation, portfolio management support, and staying compliant with evolving regulations. Strong communication and analytical skills are essential.

Qualifications

• Licensing in SIE and Series 6/63/65 or equivalent preferred.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Ability to build and maintain client relationships.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.

Responsibilities

• Provide investment options and consult on 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 licenses

Customer service

Communication

Analytical skills

Attention to detail

Financial software

Job description

Benefits:

• Commission
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance

ROLE DESCRIPTION:

As a Registered Representative - State Farm Agent Team Member with Mike DiMarco - State Farm Agent, you will successfully market financial services 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 agent office.

RESPONSIBILITIES:

• Provide investment options and consult on 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.

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.