Registered Representative - State Farm Agent Team Member

Jose Herrera - State Farm Agent; Northern (KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Retirement Savings

Bonus based on performance

Free food & snacks

Paid time off

Parental leave

Opportunity for advancement

Training & development

Competitive salary

Flexible schedule

Job summary

Jose Herrera - State Farm Agent is seeking a Registered Representative to join the team in a Full Time Hybrid role in the US. You will market and provide State Farm’s insurance and financial products, guide clients through applications, and ensure regulatory compliance while delivering strong service and financial stewardship.

The role emphasizes investment knowledge, licensing (SIE, Series 6/63 or 7), and building lasting client relationships to support growth.

Qualifications

• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Ability to build and maintain customer relationships.

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

Investment knowledge

Communication skills

Customer service

Relationship building

Analytical skills

Financial software

Tools

Financial software tools

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Hybrid - US

• Retirement Savings
• Bonus based on performance
• Free food & snacks
• Paid time off
• Parental leave
• Opportunity for advancement

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Jose Herrera - State Farm Agent, you will play a key role in helping customers protect what matters most by marketing and providing State Farm’s wide range of insurance and financial products. Your in-depth knowledge of insurance policies, investment options, and financial services enables you to take a consultative approach, educating clients on personalized solutions that fit their unique needs and goals. With strong interpersonal skills and attention to detail, you will build trusted relationships, guide clients through the application process, and ensure compliance with state and federal regulations. Your dedication to excellent customer service and financial stewardship makes you an essential part of a thriving State Farm 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

• SIE, Series 6 & 63 license or Series 7 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.

Flexible work from home options available.

Compensation $60,000.00 - $90,000.00 per year

Registered Representative - State Farm Agent Team Member

Full Time in Hybrid - US

Benefits

• Retirement Savings
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Free food & snacks
• Paid time off
• Parental leave
• Training & development
• Opportunity for advancement

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Jose Herrera - State Farm Agent, you will play a key role in helping customers protect what matters most by marketing and providing State Farm’s wide range of insurance and financial products. Your in-depth knowledge of insurance policies, investment options, and financial services enables you to take a consultative approach, educating clients on personalized solutions that fit their unique needs and goals. With strong interpersonal skills and attention to detail, you will build trusted relationships, guide clients through the application process, and ensure compliance with state and federal regulations. Your dedication to excellent customer service and financial stewardship makes you an essential part of a thriving State Farm 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

• SIE, Series 6 & 63 license or Series 7 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

Flexible work from home options available.

Compensation $60,000.00 - $90,000.00 per year

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