Registered Representative - State Farm Agent Team Member

Philip Call - State Farm Agent; Northern (KY); Hybrid; USD 73,000 - 85,000; Full time

Benefits offered by this job

Paid time off

401(k)

401(k) matching

Competitive salary

Job summary

Philip Call - State Farm Agent is hiring a Registered Representative to market financial services and educate customers on their options. You will analyze needs, tailor investment ideas, and support client portfolios in a hybrid US role.

Licenses such as Series 6/63/65 or SIE are preferred, along with strong knowledge of investments and markets. You will rely on clear communication, ethical standards, and solid client service to grow the office.

Qualifications

• Licenses Series 6/63/65 or SIE 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

Series 6/63/65 license

SIE license

Investment knowledge

Financial markets knowledge

Communication skills

Customer service

Relationship building

Attention to detail

Analytical skills

Financial software proficiency

Ethical standards

Professionalism

Tools

Financial software tools

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Hybrid - US

Replies within 24 hours

• Paid time off
• 401(k)
• 401(k) matching
• Competitive salary

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Philip Call - 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.

Flexible work from home options available.

Compensation $73,000.00 - $85,000.00 per year

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