Registered Representative - State Farm Agent Team Member

Davegrant; Hiram (GA); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Dave Grant - State Farm Agent seeks a Registered Representative Team Member to market financial services and educate customers on insurance and investment options. You will combine sales-minded, consultative guidance with analytical precision to support client financial goals.

In this role you will provide investment options, conduct financial needs analyses, manage client portfolios, stay current on market trends and regulatory changes, and maintain accurate records to ensure compliance with

Qualifications

• Licensing in Series 6/63/65 or SIE preferred.
• Knowledge of investment products and financial markets.
• Strong communication and customer service skills.
• Attention to detail and analytical mindset.

Responsibilities

• Market financial services products and educate customers on options.
• Provide investment options and consult on securities.
• Conduct financial needs analysis and recommend investments.
• Manage customers' portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.
• Maintain accurate records and ensure compliance with industry standards.

Skills

Investment products knowledge

Regulatory compliance

Communication and customer service

Detail-oriented

Analytical skills

Financial software proficiency

Sales-oriented consultative approach

Portfolio management basics

Tools

Financial software tools

Job description

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Dave Grant - State Farm Agent, 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.