Registered Representative - State Farm Agent Team Member

State Farm Agent; Nixa (MO); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Bonus based on performance

Competitive salary

Job summary

David Dupree - State Farm Agent in Nixa seeks a Registered Representative Team Member to market financial services and manage everyday risks. You will educate customers on financial options with a consultative approach, while leveraging analytical skills to support clients and help the office grow.

The role blends sales with compliance, offering a path for advancement, a busy team environment, and a competitive salary as you contribute to a trusted local agency.

Qualifications

• Licenses such as Series 6/63/65 or SIE preferred and relevant certifications.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service abilities.

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

SIE licenses

Investment knowledge

Customer service

Communication

Analytical skills

Financial software

Education

Series 6/63/65 or SIE licenses

Tools

CRM software

Portfolio management tools

Risk analysis tools

Job description

Role Description

As a Registered Representative - State Farm Agent Team Member with David Dupree - 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.

Responsive recruiter

Replies within 24 hours

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Bonus based on performance
• Competitive salary

Role Description

As a Registered Representative - State Farm Agent Team Member with David Dupree - 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.

Do you want to work with someone who will help you achieve YOUR goals?

We are a very busy office and are looking for our next great team member. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our well-trained team uses state of the art technology to achieve outstanding results. We want to work alongside those who are equally committed to excellence and personal achievement. If you want to work in an environment that is fun, challenging, and rewarding, then David Dupree - State Farm Agent may be the right fit for you!

About Our Agency

• We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
• Our office is located in Nixa.
• I have been a State Farm agent since 2003.
• We currently have 6 team members at our agency.

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.