Registered Representative - State Farm Agent Team Member

Jinisha Patel - State Farm Agent; Cleveland (OH); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Training & development

Flexible schedule

Bonus based on performance

Competitive salary

Opportunity for advancement

Job summary

Jinisha Patel - State Farm Agent Team Member in Cleveland, OH is seeking a Registered Representative to market financial products and educate customers on options. Your multi-disciplinary approach combines sales with financial guidance to help manage everyday risks.

You will provide investment options, conduct needs analysis, and maintain client portfolios while staying compliant with industry standards and regulations. The role offers growth and a path to advanced agency responsibilities.

Qualifications

• Strong communication and customer service abilities.
• Ability to analyze financial needs and advise appropriately.
• Attention to detail and high ethical standards.

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

Communication skills

Customer service

Relationship building

Detail-oriented

Analytical thinking

Tools

Financial software

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Flexible schedule

As a Registered Representative - State Farm Agent Team Member with Jinisha Patel - 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 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.