Registered Representative - State Farm Agent Team Member

Jayismyagent; Pinson (AL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Benefits and rewards that are second to none

Community engagement and growth opportunities

Job summary

A financial services firm in Pinson, Alabama is seeking a Registered Representative to market financial products and provide consultation. The ideal candidate must have relevant licenses and strong analytical and communication skills. Responsibilities include managing customer portfolios, conducting financial analyses, and staying updated on market trends. This position supports personal growth in a community-focused environment with excellent benefits.

Qualifications

• Must have already passed Series 6 or 7 and 63 or 66.
• Currently hold or able to obtain the Alabama Life and Health Insurance license.
• Currently hold or able to obtain the Alabama Property and Casualty license.
• High ethical standards and professionalism.

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.
• Conduct presentations and seminars on investment topics.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Communication and customer service skills

Detail-oriented with strong analytical skills

Ability to build and maintain customer relationships

Strong knowledge of investment products and financial markets

Proficient with financial software and tools

Education

Alabama Life and Health Insurance license

Alabama Property and Casualty license

Passed Series 6 or 7 license and 63 or 66

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Pinson - AL

Replies within 24 hours

ROLE DESCRIPTION

As a Registered Representative with Jay Ellett State Farm, 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. This can either be a career position as an Insurance and Investment Advisor or be a position for someone with aspirations of being a State Farm Agent in the future.

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

• Having already passed Series 6 or 7 license and 63 or 66
• Currently hold Alabama Life and Health Insurance license, or able to obtain
• Currently hold Alabama Property and Casualty license, or able to obtain
• 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.

Only apply for this position if you have already passed either the Series 6 or 7 and 63 or 66. Look at other postings I have if not currently FINRA licensed as an Insurance Account Rep can grow into the Registered Rep position within the agency.

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 employmentdecisions regarding their employees.

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