Registered Representative - State Farm Agent Team Member

Chadbabcock; Excelsior (MN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

A local financial services agency in Excelsior, Minnesota, is seeking a Registered Representative - State Farm Agent Team Member. In this role, you will market financial products and provide consulting services to educate customers. You'll conduct financial analyses, manage client portfolios, and ensure compliance with industry regulations. Ideal candidates have relevant licenses and a strong understanding of financial markets. This position offers competitive benefits and opportunities for professional growth.

Qualifications

• Essential to have licenses Series 6/63/65 or 7 for this position.
• Must possess strong knowledge of investment products.
• Excellent communication skills are crucial for customer interaction.
• Ability to build and maintain client relationships.
• 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.
• Stay updated on market trends and regulatory changes.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Strong knowledge of investment products and financial markets

Communication and customer service skills

Detail-oriented with strong analytical skills

Ability to build and maintain customer relationships

High ethical standards and professionalism

Education

Series 6/63/65 or 7 license and other relevant certifications

Job description

Benefits:

• 401(k)
• 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 Chad Babcock - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of these products 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.

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.
• 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.