Registered Representative - State Farm Agent Team Member

Chad Babcock

Minnesota

On-site

USD 45,000 - 65,000

Full time

14 days+

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Benefits offered by this job

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

Job summary

A leading financial services agency is seeking a Registered Representative to market financial products, conduct financial analyses, and manage client portfolios. The ideal candidate should possess strong analytical and communication skills along with necessary licenses. This full-time position in Excelsior, MN, offers competitive compensation ranging from $45,000 to $65,000 per year, flexible schedules, and benefits such as health insurance and retirement plans.

Qualifications

  • Strong knowledge of investment products and financial markets.
  • Detail-oriented with strong analytical skills.
  • 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 customer interactions.
  • Ensure compliance with industry regulations and standards.

Skills

Communication skills
Customer service skills
Analytical skills
Relationship building

Education

Series 6/63/65 or 7 license
Other relevant certifications

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Excelsior - MN

Replies within 24 hours

  • 401(k)
  • Bonus based on performance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
ROLE DESCRIPTIONAs a Registered Representative - State Farm Agent Team Member with Chad Babcock - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of these products reinforces your sales-minded and consultative approach to educating customers on their 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.
Registered Representative - State Farm Agent Team Member

Full Time in Excelsior - MN

Responsive recruiter Replies within 24 hours

Benefits
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
ROLE DESCRIPTIONAs a Registered Representative - State Farm Agent Team Member with Chad Babcock - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of these products reinforces your sales-minded and consultative approach to educating customers on their 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.
Compensación $45,000.00 - $65,000.00 per year Apply Now State Farm agents are independent contractors who hire their own employees. State Farm agents’employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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