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Registered Representative - State Farm Agent Team Member

Insuredbyking

Colorado

On-site

USD 50,000 - 150,000

Full time

30+ days ago

Job summary

Join a dynamic team as a Registered Representative with King Insurance & Financial Services, Inc., where you'll leverage your expertise in financial products to educate and empower customers in achieving their financial goals. Offering a competitive salary and generous benefits, this role promises career growth and rewards based on performance. You will play an essential role in providing investment options and managing portfolios, ensuring compliance with industry regulations while delivering exceptional service.

Benefits

Health insurance
Dental insurance
Paid time off
Bonus based on performance
Competitive salary

Qualifications

  • Strong knowledge of investment products and financial markets.
  • Detail-oriented with strong analytical skills.
  • 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.

Skills

Communication
Analytical skills
Customer service
Relationship building
Knowledge of investment products
Detail-oriented

Education

Series 6 certification
Ability to obtain Series 65 license within 60 days

Tools

Financial software
Job description
Registered Representative - State Farm Agent Team Member
  • Bonus based on performance
  • Health insurance
  • Paid time off
ROLE DESCRIPTIONAs a registered representative with King Insurance & Financial Services, Inc., 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.
  • Conduct presentations and seminars on investment topics.
  • Maintain accurate records of transactions and customers interactions.
  • Ensure compliance with industry regulations and standards.
QUALIFICATIONS
  • Series 6 and other relevant certifications.
  • Ability to obtain Series 65 license withing 60 days of hire.
  • 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 $50,000.00 - $150,000.00 per year

Registered Representative - State Farm Agent Team Member

Full Time in Colorado Springs, CO

Responsive recruiter Benefits
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
ROLE DESCRIPTIONAs a registered representative with King Insurance & Financial Services, Inc., 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.
  • Conduct presentations and seminars on investment topics.
  • Maintain accurate records of transactions and customers interactions.
  • Ensure compliance with industry regulations and standards.
QUALIFICATIONS
  • Series 6 and other relevant certifications.
  • Ability to obtain Series 65 license withing 60 days of hire.
  • 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 $50,000.00 - $150,000.00 per year Apply Now 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 employmentdecisions regarding their employees.

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