Registered Representative - State Farm Agent Team Member

Jason Hobbs - State Farm Agent; Huntington Beach (CA); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Jason Hobbs - State Farm Agent in Huntington Beach seeks a motivated, personable professional to join our team as a newly licensed or early-career Registered Representative. You will develop client relationships, schedule financial reviews, and manage an appointment pipeline while learning to grow into a broader financial-services role.

Ideal candidates will hold securities licenses or be in the process to obtain them, excel at phone-based client engagement, and maintain high integrity and

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.

Responsibilities

• Proactively contacting existing clients and prospects to schedule financial reviews and appointments
• Managing and maintaining the Agent’s calendar and appointment pipeline
• Following up with clients on investment, retirement, life insurance, and financial-services opportunities
• Assisting with preparation and follow-up for client meetings
• Helping identify additional financial needs within our existing client base
• Providing excellent client service by phone, email, and virtual meetings
• Tracking opportunities and ensuring follow-up items are completed

Skills

Excellent telephone skills

Interpersonal skills

Proactive outbound calls

Organized & dependable

Attention to detail

Communication & customer service

Education

Series 6/63/65 or SIE licenses

SIE and related certifications

Tools

Financial software tools

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary

We are an established insurance and financial services practice looking for a motivated, personable professional to join our team.

The ideal candidate is a newly licensed or early-career Registered Representative who is exceptional with clients, confident on the phone, highly organized, and interested in developing a long-term career in financial services.

Responsibilities include:

• Proactively contacting existing clients and prospects to schedule financial reviews and appointments
• Managing and maintaining the Agent’s calendar and appointment pipeline
• Following up with clients on investment, retirement, life insurance, and financial-services opportunities
• Assisting with preparation and follow-up for client meetings
• Helping identify additional financial needs within our existing client base
• Providing excellent client service by phone, email, and virtual meetings
• Tracking opportunities and ensuring follow-up items are completed

Ideal Candidate:

• Securities licensed or recently licensed, with the ability to become appropriately registered with our broker-dealer
• Excellent telephone and interpersonal skills
• Comfortable making proactive outbound calls
• Organized, dependable, and exceptional with follow-through
• Life & Health license preferred
• Financial-services experience is helpful but not required
• Coachable, ambitious, and interested in learning and growing into a larger financial-services role

This is an excellent opportunity for someone early in their financial-services career who wants hands-on experience working directly with an experienced financial professional and an established client base. There is significant opportunity for professional growth and increased responsibility based on performance.

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.