Registered Representative - State Farm Agent Team Member

Lauren Stone - State Farm Insurance Agent; Grapevine (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Flexible schedule

Paid time off

Vision insurance

Training & development

Company parties

Opportunity for advancement

Competitive salary

Job summary

Lauren Stone - State Farm Agent in Grapevine, Texas, is looking for a Registered Representative - State Farm Agent Team Member. In this role, you will be responsible for marketing financial products to educate customers on their financial options, while managing their portfolios and ensuring compliance with industry regulations.

The ideal candidate possesses strong communication and analytical skills, holding preferred FINRA Series 6 and 65 licenses. This position offers competitive pay and various benefits, including health insurance and a flexible work schedule.

Qualifications

• Strong knowledge of investment products and financial markets.
• Ability to build and maintain customer relationships.
• 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.

Skills

Communication skills

Customer service skills

Analytical skills

Detail-oriented

Proficiency with financial software

Education

FINRA Series 6 and Series 65 licenses

Job description

Benefits

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

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Lauren Stone - 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

• FINRA Series 6 and Series 65 licenses preferred.
• 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.