Registered Representative - State Farm Agent Team Member

Peschong Insurance Agency, Inc.; Marshalltown, Northern (IA, KY); Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Job summary

Peschong Insurance Agency, Inc. is hiring a Registered Representative to market financial services products and educate customers on their options. The role emphasizes sales-minded, consultative interaction and accurate record-keeping in a compliant environment.

The position offers a hybrid work arrangement with a compensation range of $60,000 to $120,000 per year, plus benefits. A strong emphasis is placed on ethical standards and ongoing market analysis.

Qualifications

• Licenses for securities required or SIE eligibility.
• Knowledge of investment products and markets.
• Strong communication and service orientation.

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

Customer service

Financial product knowledge

Sales aptitude

Regulatory compliance

Tools

Financial software

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Hybrid - US

• 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.

Compensation $60,000.00 - $120,000.00 per year

Registered Representative - State Farm Agent Team Member

Full Time in Hybrid - US

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.

Compensation $60,000.00 - $120,000.00 per year

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