Registered Representative - State Farm Agent Team Member

State Farm; New Martinsville (WV); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Free food & snacks

Free uniforms

Paid time off

Profit sharing

Signing bonus

Job summary

State Farm Agent Team Member in West Virginia is seeking a Registered Representative to market financial products, analyze client needs, and educate customers on options. The role emphasizes sales-minded, consultative advising and maintaining diligent records.

The position requires investment licensing and strong product knowledge, with a focus on ethics, professionalism, and customer relationships in a dynamic agency environment.

Qualifications

• Series 6 or 7 license required or obtained.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Ability to build and maintain customer relationships.
• Detail-oriented with strong analytical skills.

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.
• Conduct presentations and seminars on investment topics.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Series 6/7 license

Investment products

Communication

Customer service

Relationships

Analytical skills

Financial software

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Free food & snacks
• Free uniforms
• Paid time off
• Profit sharing
• Signing bonus

ROLE DESCRIPTION:

As a Registered Representative - State Farm Agent Team Member with Taylor Shepherd - State Farm Agent, you will successfully market the financial 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 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.
• Conduct presentations and seminars on investment topics.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

QUALIFICATIONS:

• Series 6 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.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.