Registered Representative - State Farm Agent Team Member

Peter Weidinger; Florida; On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Paid time off

Competitive salary

Job summary

Peter Weidinger Ins Agency in Pinecrest, FL is seeking a Registered Representative - State Farm Agent Team Member to drive financial services sales and client education. You will market investment products, conduct needs analyses, and support ongoing portfolio management.

Ideal candidates hold a Series 6 or 7 license, excel at building relationships, and stay current with market trends and regulatory changes. This full-time role offers competitive pay, 401(k) matching, and paid time off.

Qualifications

• Licensed Series 6 or 7 required.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Detail-oriented with analytical abilities.
• Ability to build and maintain relationships with clients.

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 customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Investment product knowledge

Licensing: Series 6/7

Communication skills

Customer service skills

Analytical skills

Financial software proficiency

Tools

Financial software

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Pinecrest, FL

• 401(k) matching


• Bonus based on performance


• Paid time off

ROLE DESCRIPTION

As a Financial Services Representative with Peter Weidinger Ins Agency, 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.

Compensation $85,000.00 - $125,000.00 per year

Registered Representative - State Farm Agent Team Member

Full Time in Pinecrest, FL

Benefits

• 401(k) matching


• Bonus based on performance


• Competitive salary


• Paid time off

ROLE DESCRIPTION

As a Financial Services Representative with Peter Weidinger Ins Agency, 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.

Compensation $85,000.00 - $125,000.00 per year

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