Registered Representative - State Farm Agent Team Member

Chris Jones - State Farm Agent; Franklin (TN); On-site; USD 50,000 - 75,000; 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 seeks a registered representative team member to market financial products and educate customers on risk management and investment options. You will apply a consultative sales approach, analyze client needs, and help build diversified portfolios to meet financial goals.

Responsibilities include staying informed about market trends and regulatory changes, maintaining accurate records, and ensuring compliance with industry standards while delivering

Qualifications

• Licenses: Series 6/63/65 or SIE preferred.
• Knowledge of investment products and financial markets.
• Strong communication and customer service skills.
• Detail-oriented with analytical abilities.
• Proficiency with financial software and tools.

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 customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Communication

Customer service

Investment knowledge

Analytical skills

Ethical standards

Tools

Financial software

Job description

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.