Registered Representative - State Farm Agent Team Member

Timothy Sawyer - State Farm Agent; Greenville (NC); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Teledoc services

Group life insurance

401(k) matching

Performance-based bonus

Flexible schedule

Advancement opportunities

Paid time off

Training & development

Job summary

Timothy Sawyer - State Farm Agent in Greenville, NC seeks a Registered Representative to market financial products and educate customers on their options. You will apply analytical precision to assess client needs and tailor solutions within a consultative sales approach.

This role emphasizes meaningful conversations, strong market knowledge, and ongoing support for client portfolios, with opportunities for advancement and professional development.

Qualifications

• Must hold Series 6/63/65 or 7 license or equivalent certifications.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Detail-oriented with strong analytical skills.
• 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.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Investment products knowledge

Communication

Customer service

Analytical skills

Detail-oriented

Ethical standards

Education

Series 6/63/65 or 7 license

Job description

Benefits

• Teledoc services
• Group life insurance
• 401(k) matching
• Bonus based on performance
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

Role Description

As a Registered Representative - State Farm Agent Team Member with Timothy Sawyer - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

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.

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.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standard

Qualifications

• Series 6/63/65 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.
• High ethical standards and professionalism.