Registered Representative - State Farm Agent Team Member

Landon Ball - State Farm Agent; Fayette (MO); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Dental insurance

Health insurance

Paid time off

Signing bonus

Vision insurance

Job summary

Landon Ball - State Farm Agent in Fayette, Missouri, is seeking a Registered Representative - State Farm Agent Team Member to market financial products and manage customer portfolios. This role requires expertise in investment products and strong communication skills.

The ideal candidate will provide ongoing support, conduct financial analyses, and ensure compliance with regulations while helping customers make informed decisions about their financial options.

Qualifications

• Series 6 or 7 license and other relevant certifications are required.
• Strong understanding of investment products and financial markets is essential.
• Excellent communication and customer service skills needed.

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.

Skills

Communication skills

Customer service skills

Analytical skills

Detail-oriented

Knowledge of investment products

Education

Series 6 or 7 license

Other relevant certifications

Tools

Financial software

Job description

Benefits

• 401(k)
• Bonus based on performance
• Dental insurance
• Health insurance
• Paid time off
• Signing bonus
• Vision insurance

Role Description

As a Registered Representative - State Farm Agent Team Member with Landon Ball - 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.
• 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 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.