Registered Representative - State Farm Agent Team Member

Insuredbyscott

Gardendale (AL)

On-site

USD 60,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development

Job summary

A leading insurance agency in Gardendale seeks a Registered Representative to market financial products and provide investment options. This full-time role involves managing customer portfolios and requires strong knowledge of investment products. Candidates should have a Series 6 or 7 license, excellent customer service skills, and the ability to build relationships. The position offers competitive compensation between $60,000 and $90,000 annually, alongside a range of benefits including bonuses, flexible schedules, and health insurance.

Qualifications

  • Strong knowledge of investment products and financial markets.
  • Communication and customer service skills.
  • 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 and financial markets
Detail-oriented with strong analytical skills
Ability to build and maintain customer relationships
Proficiency with financial software and tools
High ethical standards and professionalism

Education

Series 6 or 7 license and other relevant certifications

Job description

Registered Representative - State Farm Agent Team Member

Location: Full Time in Gardendale - AL

Compensation: $60,000.00 - $90,000.00 per year

Benefits
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Scott Cantrell - 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.

Open to both Full-Time & Part-Time.

Apply Now

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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