Registered Representative - State Farm Agent Team Member

Josh Hanna - State Farm Agent; Fort Worth (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Signing bonus

Bonus based on performance

Health insurance

Paid time off

Competitive salary

Job summary

Josh Hanna - State Farm Agent in Fort Worth, TX is seeking a Registered Representative to market financial products, educate customers on options, and support risk management needs.

You will analyze needs, present investment solutions, manage client portfolios, and stay updated on market changes while upholding high ethical standards and excellent customer service.

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.

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 products

Customer service

Analytical skills

Communication

Relationship building

Financial software

Ethical standards

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• 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.