Registered Representative - State Farm Agent Team Member

Timothysawyerinsurance; New Bern (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Teledoc services

Group life insurance

401(k) matching

Bonus based on performance

Opportunity for advancement

Paid time off

Job summary

An insurance agency in New Bern, NC is seeking a Registered Representative - State Farm Agent Team Member. In this full-time role, you will market financial products, conduct needs analysis, and manage customer portfolios. Ideal candidates should possess a Series 6/63/65 or 7 license and have strong analytical, communication, and customer service skills. Compensation ranges from $45,000 to $65,000 annually. Apply now to join a team dedicated to improving lives in the community.

Qualifications

• Strong knowledge of investment products and financial markets.
• Ability to build and maintain customer relationships.
• High ethical standards and professionalism.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customer 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

Detail-oriented

Relationship building

Education

Series 6/63/65 or 7 license

Job description

Registered Representative - State Farm Agent Team Member

Full Time in New Bern, NC

• Teledoc services
• Group life insurance
• 401(k) matching
• Bonus based on performance
• Opportunity for advancement
• Paid time off

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Timothy Sawyer - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

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

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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