Registered Representative - State Farm Agent Team Member

Trentlewis; Lawrenceville (GA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Trentlewis is seeking a Registered Representative - State Farm Agent Team Member to join our team in Lawrenceville, Georgia. In this role, you will effectively market financial products, guiding customers through their financial options with a consultative approach.

Ideal candidates possess relevant licenses, have strong analytical skills, and are detail-oriented. We emphasize a collaborative culture, promoting work-life balance and growth opportunities with comprehensive benefits.

Qualifications

• Strong knowledge of investment products and financial markets.
• High ethical standards and professionalism.

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.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

Skills

Communication skills

Customer service

Analytical skills

Detail-oriented

Relationship building

Education

Series 6, 63, 65 or 7 license

Relevant certifications

Job description

Benefits

• License reimbursement
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

About Our Agency

Our agency opened in 2010 and has grown into a strong team of eight who work together to serve our customers and community. I’m a second-generation State Farm agent, so this business has been a part of my life for many years and has helped shape the values I bring to leading our office.

I graduated from Georgia State University and have a family with two daughters, along with a dog and a cat at home. Family is very important to me, and that perspective carries into the way we support one another as a team. We stay involved locally by sponsoring community events and supporting initiatives throughout the area. Being present in the community and building real relationships with the people we serve is a priority for our agency.

We offer PTO, a 401(k), health benefits, licensing reimbursement, and a strong focus on work-life balance. Our culture is collaborative and relationship-driven. We’re looking for someone who is hardworking, positive, and enjoys building relationships with others. The right person will be a team player who brings energy, professionalism, and a strong work ethic to the office every day. If you enjoy working with people and being part of a supportive team, this could be a great fit for you.

Role Description

As a Registered Representative - State Farm Agent Team Member with Trent Lewis - 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.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

Qualifications

• Series 6,63,65 or 7 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.
• High ethical standards and professionalism.