Registered Representative - State Farm Agent Team Member

Agent Chris Jones; Franklin (TN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Chris Jones - State Farm Agent in Franklin, TN is seeking a Registered Representative to market financial products and educate customers on their options. The role combines sales with a consultative approach and analytical rigor.

The position emphasizes staying current with market trends, maintaining records, and building strong client relationships in a full-time agency setting.

Qualifications

• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, 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.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

Skills

Customer service

Communication

Analytical skills

Detail-oriented

Education

Licensing prerequisites (SIE/Series 6/63/65)

Tools

Financial software

Portfolio management tools

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Franklin - TN

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

Benefits

• Paid time off
• Training & development
• 401(k) matching
• Bonus based on performance
• Competitive salary

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Chris Jones - 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.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

QUALIFICATIONS

• Series 6/63/65 or SIE licenses preferred
• SIE, Series 6/63/65, 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 $60,000.00 - $80,000.00 per year

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