Registered Representative - State Farm Agent Team Member

Andrew Peschong - State Farm Agent; Clive (IA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Flexible schedule

Training & development

Competitive salary

Job summary

Andrew Peschong - State Farm Agent seeks a Registered Representative to market financial services and educate customers on their options. The role emphasizes analytical precision, sales-minded consultative approaches, and building trusted client relationships.

The position supports customers with investment products, ongoing portfolio management, and staying current with market and regulatory changes. A strong ethical foundation and proficiency with financial software are expected.

Qualifications

• Familiarity with securities licenses such as Series 6/63/65 or SIE is preferred.
• SIE, Series 6/63/65 and related certifications are advantageous.
• Strong knowledge of investment products and financial markets.

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

Communication

Customer service

Analytical skills

Detail-oriented

Investment products

Tools

Financial software

Job description

Benefits:

• Training & development
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Flexible schedule

ROLE DESCRIPTION:

As a Registered Representative - State Farm Agent Team Member with Andrew Peschong - 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.