Registered Representative - State Farm Agent Team Member

Matt Davis - State Farm Agent; Garner (NC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Life insurance

Work from home options

401(k)

Flexible schedule

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Matt Davis - State Farm Agent in Garner, North Carolina, seeks an experienced financial services professional. The individual will consult customers on financial planning and insurance, assist with portfolio management, and ensure compliance with regulations.

Ideal candidates have strong analytical and communication skills, an active Life & Health license, and a professional demeanor. The role offers flexible schedules and opportunities for advancement.

Join us to make a lasting impact on our clients' financial futures!

Qualifications

• Active Life & Health license required.
• Financial services experience preferred.
• Strong communication and analytical skills essential.

Responsibilities

• Consult customers on financial planning and insurance coverage.
• Engage in portfolio management and risk management strategies.
• Conduct financial reviews and recommend personalized solutions.

Skills

Strong communication skills

Analytical skills

Customer focus

Education

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Experience in financial services

Job description

Benefits

• Life insurance
• WFH options
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule

Position Overview

Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Key Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Perform customer needs analysis and engage in sales conversations

Preferred Qualifications

• Active Life & Health license
• FINRA Series 6/63/65 or 7 license
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.