Registered Representative - State Farm Agent Team Member

Joseorosario; Orlando (FL); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Bonus based on performance

Tuition assistance

Job summary

A financial services agency in Orlando is seeking a Registered Representative - State Farm Agent Team Member to market financial products and provide investment options to customers. The ideal candidate will possess strong analytical skills, relevant licenses, and excellent communication abilities. This full-time role offers a competitive salary, with opportunities for bonuses and tuition assistance.

Qualifications

• Series 6 or 7 license and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• 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 customer portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.

Skills

Communication skills

Customer service skills

Detail-oriented

Analytical skills

Relationship building

Education

Series 6 or 7 license

Life & Health License

Tools

Financial software

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Orlando, FL

Replies within 24 hours

• Bonus based on performance
• Tuition assistance

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Jose Rosario - State Farm Agent, you will successfully market the financial 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 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

• Series 6 or 7 license and other relevant certifications.
• Life & Health (Including Annuities & Variable Contracts) License preferably.
• 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.

Compensation $40,000.00 per year

Apply Now

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.

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