Registered Representative - State Farm Agent Team Member

Brad Hill - State Farm Agent; Monett (MO); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Paid time off

Signing bonus

Training & development

Job summary

Brad Hill - State Farm Agent is seeking a Registered Representative Team Member to market financial services, educate customers on options, and analyze financial needs. You will support clients with investment guidance while adhering to regulatory standards and maintaining meticulous records.

The role emphasizes sales-minded consultation, ongoing portfolio support, and staying informed on market changes. A strong emphasis on ethics and professionalism is required for success.

Qualifications

• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.
• High ethical standards and professionalism.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• Strong knowledge of investment products and financial markets.

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

Investment knowledge

Customer service

Relationship building

Attention to detail

Financial software

Professional ethics

Job description

Benefits:

• Paid time off
• Signing bonus
• Training & development

ROLE DESCRIPTION:

As a Registered Representative - State Farm Agent Team Member with Brad Hill - State Farm Agent, 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 preferred
• 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.