Registered Representative - State Farm Agent Team Member

Singleton Ins and Fin Svcs Inc; Fresno (CA); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Competitive salary

Flexible schedule

Advancement opportunities

Paid time off

Training & development

Job summary

Singleton Ins and Fin Svcs Inc is seeking a Registered Representative to join a State Farm agent team in Fresno, CA. You will market financial products that manage everyday risks and educate customers on their financial options, using a consultative approach.

You will analyze client needs, provide investment options, conduct seminars, and stay current on market trends, regulations, and tools. Strong ethics and customer service skills are essential for success.

Qualifications

• Series 6 and 63 licenses or equivalent certifications.
• Knowledge of investment products and financial markets.
• Strong communication and customer service skills.
• Ability to build and maintain customer relationships.
• Detail-oriented with analytical skills.
• Proficient 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.
• Conduct presentations and seminars on investment topics.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

Skills

Communication

Customer service

Analytical skills

Detail-oriented

Tools

Financial software

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Dental insurance
• Health insurance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:

As a Registered Representative - State Farm Agent Team Member, 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 and 63 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.