REGISTERED REPRESENTATIVE - STATE FARM AGENT TEAM MEMBER

Josh Hanna - State Farm Insurance Agent; Fort Worth (TX); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Paid time off

Signing bonus

Job summary

Josh Hanna - State Farm Agent is seeking a Registered Representative to market financial products, educate customers on options, and support ongoing account management. The role emphasizes analytical precision, compliance with regulations, and a consultative, sales-minded approach; you'll conduct needs analyses, present investment options, and help clients manage portfolios.

Compensation includes base salary with bonuses and benefits such as health insurance, 401(k) matching, PTO, and a signing

Qualifications

• Knowledge of investment products and financial markets.
• Strong communication and customer service skills.
• Ability to build and maintain client relationships.
• Detail-oriented with analytical skills.

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.

Skills

Investment knowledge

Sales skills

Customer service

Analytical skills

Education

Series 6 or 7 license

Tools

Finance software

Job description

Role Description

As a Registered Representative - State Farm Agent Team Member with Josh Hanna - 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.

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Paid time off
• Signing bonus

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

$45,000.00 - $55,000.00 per year