Registered Representative - State Farm Agent Team Member

Brian Martin - State Farm Agent; Franklin (TN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Job summary

Brian Martin - State Farm Agent in Franklin, Tennessee is seeking a Registered Representative - State Farm Agent Team Member to market financial products. In this role, you will provide consultation on investment options while managing customer portfolios and ensuring compliance with industry standards.

The ideal candidate will possess a Series 6 or 7 license, strong knowledge of investment products, and exceptional analytical skills. The position offers a range of benefits, including health insurance and paid time off.

Qualifications

• Strong knowledge of investment products and financial markets.
• Must possess a Series 6 or 7 license and relevant certifications.
• Detail-oriented with strong 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.

Skills

Communication and customer service skills

Strong knowledge of investment products

Detail-oriented with strong analytical skills

Ability to build and maintain customer relationships

Education

Series 6 or 7 license and other relevant certifications

Tools

Financial software and tools

Job description

Benefits:

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

Role Description

As a Registered Representative - State Farm Agent Team Member with Brian Martin - 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.