Registered Representative - State Farm Agent Team Member

Clay Hamilton; Fuquay-Varina (NC); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Health insurance

Paid time off

Training & development

Job summary

Clay Hamilton - State Farm Agent is seeking a Registered Representative Team Member to market financial products, educate clients on options, and support customers with ongoing investment guidance. You will analyze client needs, present suitable strategies, and help manage portfolios in a compliant, customer-focused environment.

The role emphasizes performance-driven benefits, professional development, and adherence to industry standards, with opportunities to grow within a respected agency team

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

Securities licensing

Financial products knowledge

Customer service

Communication

Analytical thinking

Education

Series 6 or 7 license

Tools

Financial software

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Health insurance
• Paid time off
• Training & development

ROLE DESCRIPTION:

As a Registered Representative - State Farm Agent Team Member with Clay Hamilton - 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.