Registered Representative - State Farm Agent Team Member

State Farm; Loxley (AL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Relocation bonus

Signing bonus

Job summary

State Farm Agency in Alabama seeks a Registered Representative to market financial products, analyze needs, and educate customers on investment options. You will support client portfolios and stay abreast of market trends.

The role emphasizes securities consulting, ongoing client relationships, and adherence to regulatory standards, with opportunities for advancement and strong performance incentives.

Qualifications

• Must hold Series 6 or 7 license and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Ability to build and maintain customer relationships.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.

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.

Skills

Communication skills

Customer service

Investment products

Analytical skills

Financial software

Ethical standards

Job description

Benefits

• Simple IRA
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Relocation bonus
• Signing bonus

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Ashleigh Mooney - 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 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.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.