Registered Representative - State Farm Agent Team Member

Andrew Roach - State Farm Agent; Newport (AR); On-site; USD 52,000 - 90,000; Full time

Job summary

Andrew Roach - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on investment options. You will analyze needs, recommend products, and support client portfolios with a consultative, compliant approach.

The role emphasizes staying current with market trends, conducting seminars, and maintaining meticulous records while upholding high ethical 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 customer relationships.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.

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.

Skills

Investment products knowledge

Communication & customer service

Analytical skills

Ethical standards

Proficiency with financial software &–

Education

Series 6 or 7 license

Tools

Financial software

Job description

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Andrew Roach - 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.