Registered Representative - State Farm Agent Team Member

Adam-Peterson---State-Farm-Agent; Greenville (SC); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Job summary

Adam Peterson - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on their options. You will apply analytical precision to assist clients and contribute to the agency's success.

This team member role emphasizes sales-minded, consultative service, maintaining records, and staying compliant with industry standards while supporting clients' financial needs.

Qualifications

• License prerequisites include Series 6/63/65 or SIE.
• Strong knowledge of investment products and markets.
• Excellent communication and customer service skills.
• Detail-oriented with analytical abilities.

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 standards.

Skills

SIE license

Series 6/63/65

Financial products knowledge

Communication skills

Customer service

Analytical skills

Ethical standards

Professionalism

Tools

Financial software tools

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance

ROLE DESCRIPTION:

As a Registered Representative - State Farm Agent Team Member with Adam Peterson - 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.
• Maintain accurate records of transactions and customers 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.