Registered Representative - State Farm Agent Team Member

Ryan Shumate - State Farm Agent; Kingsport (TN); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Dental insurance

Donation matching

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Profit sharing

Training & development

Vision insurance

Job summary

Ryan Shumate State Farm is seeking a Registered Investment Advisor Rep to market financial services and help clients manage everyday risks with knowledgeable guidance.

You will conduct needs analysis, recommend investment products, maintain client portfolios, and stay updated on market trends and regulations while ensuring accurate records and compliance.

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

• 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.

Skills

Investment products knowledge

Sales-minded

Customer service skills

Analytical skills

Communication skills

Financial software proficiency

Job description

Benefits:

• Competitive salary
• Dental insurance
• Donation matching
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Profit sharing
• Training & development
• Vision insurance

Role Description:

As a Registered Investment Advisor Rep with Ryan Shumate State Farm 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.