Registered Representative - State Farm Agent Team Member

State Farm; Huntington Beach (CA); On-site; USD 55,000 - 75,000; 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

State Farm in Huntington Beach is seeking a newly licensed or early-career Registered Representative to join our established insurance and financial services practice. You will proactively contact clients, manage calendars, and follow up on a range of financial opportunities while delivering excellent service.

The ideal candidate has securities licensing or is in the process, strong phone etiquette, organization, and a desire to develop a long-term career in financial services with growth

Qualifications

• Strong knowledge of investment products and financial markets.
• Excellent telephone and interpersonal skills.
• Ability to build and maintain customer relationships.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.
• Securities licenses preferred or in-process with broker-dealer.

Responsibilities

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

Skills

Telephone skills

Interpersonal skills

Organizational skills

Follow-through

Outbound calling

Education

Series 6/63/65 or SIE licenses preferred

SIE, Series 6/63/65 certifications

Tools

Financial software

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.