Registered Representative - State Farm Agent Team Member

Myagentchad; Minnesota; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

A local financial services provider is seeking a Registered Representative - State Farm Agent Team Member in Excelsior, MN. The role focuses on marketing financial products, providing investment options, and maintaining customer relationships. Ideal candidates should possess relevant licenses and strong analytical skills. Compensation ranges from $45,000 to $65,000 per year, along with excellent benefits and advancement opportunities.

Qualifications

• Strong knowledge of investment products and financial markets essential.
• Series 6/63/65 or 7 license required.
• Excellent communication and customer service skills crucial.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customers portfolios and provide ongoing support.

Skills

Strong knowledge of investment products and financial markets

Communication and customer service skills

Ability to build and maintain customer relationships

Detail-oriented with strong analytical skills

Education

Series 6/63/65 or 7 license and other relevant certifications

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Excelsior, MN

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 Description

As 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.

Compensation $45,000.00 - $65,000.00 per year

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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