Registered Representative - State Farm Agent Team Member

Eddie Bleiberg - State Farm Agent; Ellicott City (MD); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Health insurance

Paid time off

Opportunity for advancement

Flexible schedule

Training & development

Job summary

Eddie Bleiberg - State Farm Agent in Ellicott City, Maryland, is seeking a Registered Representative - State Farm Agent Team Member. In this role, you will market financial products and manage customer relationships while providing tailored investment options.

The ideal candidate will have strong analytical skills, 3+ years in investments, and relevant licensing to guide clients. A competitive salary, flexible schedule, and a team-focused environment await you.

Qualifications

• Must possess Series 6, 63, 65 or 7 license.
• 3+ years of relevant investment experience required.
• Strong knowledge of investment products essential.

Responsibilities

• Provide investment options and consultations to customers.
• Conduct financial needs analysis and recommend products.
• Manage customer portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.

Skills

Investment knowledge

Customer service skills

Analytical skills

Communication skills

Education

Series 6, 63, 65 or 7 license

3+ years of experience in investments

Job description

Benefits:

• Simple IRA
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Role Description

As a Registered Representative - State Farm Agent Team Member with Eddie Bleiberg - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

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 7 license and other relevant certifications.
• 3+ years of experience in investments.
• 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.
• High ethical standards and professionalism.