Registered Representative - State Farm Agent Team Member

Timothy Sawyer - State Farm Agent; New Bern (NC); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

401(k) matching

Performance bonus

Flexible schedule

Advancement opportunities

Paid time off

Training and development

Job summary

Timothy Sawyer - State Farm Agent is seeking a Registered Representative Team Member to market financial products and educate customers on options, applying a consultative, sales-minded approach.

You will analyze needs, recommend investment products, manage portfolios, and stay current with market trends and regulations while maintaining accurate records and ensuring compliance.

Qualifications

• Licenses: Series 6/63/65 or 7.
• Strong investment product knowledge.
• Excellent communication and customer service skills.
• Detail-oriented and analytical mindset.
• 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

Investment knowledge

Analytical skills

Customer service

Sales mindset

Communication skills

Education

Series 6/63/65 or 7 license

Job description

Benefits:

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

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.