Registered Representative - State Farm Agent Team Member

Sand Ins and Fin Svcs Inc; Hickory Creek (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Flexible schedule

Opportunity for advancement

Paid time off

Parental leave

Training & development

Job summary

Matthew Sand State Farm seeks a Registered Representative to market financial products and educate customers on their options. You will apply a consultative, sales-minded approach to manage everyday risks and build client relationships.

Responsibilities include offering investments, conducting needs analyses, presenting topics, and ensuring regulatory compliance while maintaining precise records of client interactions.

Qualifications

• Licenses required: Series 6 or 7 and applicable certifications.
• Strong knowledge of investment products and markets.
• Excellent communication and customer service skills.

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 customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Sales acumen

Customer service

Analytical ability

Regulatory awareness

Communication

Education

Series 6 or 7 license

Securities licenses

Tools

Financial software

CRM systems

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development

ROLE DESCRIPTION:

As a Registered Representative with Matthew Sand State Farm, 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:

• Series 6 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.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.