Registered Representative - State Farm Agent Team Member

Kimberly Bell; Greensboro (NC); Hybrid; USD 40,000 - 68,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Job summary

Kimberly Bell State Farm in Greensboro, NC seeks a Registered Representative to market financial services and educate customers on their options. You will use a consultative, sales-oriented approach to help clients manage everyday risks and build lasting relationships.

Ideal candidates hold securities licenses (Series 6/63/65 or SIE) or related certifications; strong analytical and communication skills are essential.

Qualifications

• Proven knowledge of investment products and financial markets.
• Strong communication and customer service capabilities.
• Ability to analyze financial needs and recommend appropriate investment options.
• Attention to detail and analytical thinking in managing portfolios.
• High ethical standards and professionalism in financial services.
• Experience building and maintaining customer relationships.

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

Licenses: Series 6/63/65 or SIE

Investment products knowledge

Sales and customer service

Communication skills

Analytical thinking

Detail-oriented

Ethical standards

Customer relationship building

Proficiency with financial software

Tools

Financial software & tools

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Greensboro - NC

• Opportunity for advancement
• Paid time off

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.

Registered Representative - State Farm Agent Team Member

Full Time in Greensboro - NC

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.

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