Registered Representative - State Farm Agent Team Member

Insurectx; Fort Worth (TX); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Signing bonus

Job summary

A financial services agency in Fort Worth, TX is seeking a Registered Representative - State Farm Agent Team Member. Responsibilities include providing investment options, conducting financial needs analysis, and managing customer portfolios. Ideal candidates should hold Series 6 or 7 licenses, possess strong analytical skills, and be committed to high ethical standards. The annual compensation ranges from $45,000 to $55,000.

Qualifications

• Strong knowledge of investment products and financial markets.
• Communication and customer service skills.
• Proficiency with financial software and tools.

Responsibilities

• Provide investment options and consult securities to customers.
• Manage customers portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.

Skills

Communication and customer service skills

Detail-oriented with strong analytical skills

Strong knowledge of investment products and financial markets

Education

Series 6 or 7 license and other relevant certifications

Tools

Financial software and tools

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Fort Worth, TX

Replies within 24 hours

Benefits

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

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.

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

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State Farm agents are independent contractors who hire their own employees. State Farm agents’employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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