Registered Representative - State Farm Agent Team Member

Daviddupree; Nixa (MO); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Health insurance

Advancement opportunities

Paid time off

Bonus based on performance

Competitive salary

Dental insurance

Job summary

David Dupree - State Farm Agent is seeking a Registered Representative to market financial services and educate customers on their options. You will analyze needs, recommend investments, and manage client portfolios while maintaining regulatory compliance.

This role emphasizes a consultative approach, relationship building, and accurate record-keeping to support a growing agent office. Benefits include health insurance, dental insurance, PTO, advancement opportunities, and a competitive salary.

Qualifications

• Series 6/63/65 or SIE licenses preferred.
• 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.
• Proficient with financial software and tools.
• High ethical standards and professionalism.

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

Investment products

Communication

Customer service

Relationship building

Analytical skills

Attention to detail

Financial software

Ethics

Education

Series 6/63/65 or SIE licenses

Other relevant certifications

Tools

Financial software tools

Job description

Benefits:

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

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.