Registered Representative - State Farm Agent Team Member

Tyler Peschong - State Farm Agent; Marshalltown (IA); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Job summary

Peschong Insurance Agency, Inc. is looking for a Registered Representative to market financial services, educate clients on available options, and support a growing agent office with a consultative, sales-minded approach.

You will provide investment guidance, perform needs analyses, and manage client portfolios while staying current on market trends and regulatory changes. Flexible work-from-home options are available to fit a hybrid work model.

Qualifications

• Licensing requirements include Series 6/63/65 or SIE.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.

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

Licensing (Series 6/63/65 or SIE)

Investment knowledge

Communication skills

Analytical skills

Tools

Financial software

Portfolio tools

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance

ROLE DESCRIPTION:
As a Registered Representative with Peschong Insurance Agency, Inc, 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 required.
• 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.

Flexible work from home options available.