Registered Representative - State Farm Agent Team Member

Daviddupree; Nixa (MO); On-site; USD 40,000 - 70,000; 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 is seeking a Registered Representative Team Member to market financial services products and educate customers on their financial options. You will apply analytical precision to support clients and contribute to a successful agent office.

The role emphasizes sales-minded consulting, strong product knowledge, and adherence to regulatory standards while building lasting customer relationships in a dynamic environment.

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.

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

Sales and client service

Communication skills

Analytical skills

Detail-oriented

Education

Bachelor's degree in Finance/Business (or equivalent)

Tools

Financial software

Portfolio management tools

Job description

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.