Registered Representative - State Farm Agent Team Member

Kimberly Bell - State Farm Agent; Greensboro (NC); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Job summary

Kimberly Bell State Farm is seeking a Registered Representative to market financial services, educate customers on options, and manage everyday risks. You will apply analytical precision to advise on investments and maintain client portfolios, supporting the growth of a busy agent office.

Ideal candidates have licensing (SIE or Series 6/63/65), strong communication, and a detail-oriented, ethical approach. The role emphasizes compliance, records accuracy, and ongoing client service in a

Qualifications

• Licensing and certifications in securities or related fields.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Ability to build and maintain client relationships with professionalism.
• Detail-oriented with strong analytical capabilities.

Responsibilities

• Provide investment options and consult on 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.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Communication

Customer service

Portfolio management

Analytical skills

Detail oriented

Relationships building

Education

Series 6/63/65 or SIE licenses

SIE licenses

Tools

Financial software

Job description

BENEFITS:

• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:

As a Registered Representative with Kimberly Bell State Farm, you will successfully market financial services 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 agent office.

RESPONSIBILITIES:

• Provide investment options and consult on 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.


• Maintain accurate records of transactions and customer interactions.


• Ensure compliance with industry regulations and standards.

QUALIFICATIONS:

• Series 6/63/65 or SIE licenses preferred


• SIE, Series 6/63/65, 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.