Registered Representative - State Farm Agent Team Member

Ryan O'Shurak - State Farm Agent; Lansdale (Montgomery County); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Opportunity for advancement

Paid time off

Job summary

Ryan O'Shurak - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on their options. You will use analytical precision to assist clients and support agency growth in a consultative sales role within a State Farm office.

The position emphasizes knowledge of investments, ongoing customer service, and staying current with regulatory changes, with opportunities for advancement in a driven team environment.

Qualifications

• Series 6 license required.
• Strong knowledge of investment products.
• Excellent communication and customer service skills.
• Detail-oriented with strong analytical 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 customers interactions.
• Ensure compliance with industry regulations and standards.

Education

Series 6 license

Financial certifications

Tools

Financial software

Job description

Benefits:

• Competitive salary
• Opportunity for advancement
• Paid time off

ROLE DESCRIPTION:

As a Registered Representative - State Farm Agent Team Member with Ryan O'Shurak - State Farm Agent, 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 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.