Registered Representative - State Farm Agent Team Member

Jay Ellett - State Farm Insurance Agent; Pinson (AL); On-site; USD 45,000 - 75,000; Full time

Job summary

Jay Ellett State Farm is seeking a Registered Representative to market financial products and educate customers on investment options. You will combine sales acumen with a consultative approach to help clients manage risks and grow portfolios.

The role can launch a future State Farm Agency career or serve as a long-term advisory position, with opportunities to conduct presentations, analyze needs, and stay compliant with industry standards in a dynamic Alabama market.

Qualifications

• Licenses required or obtainable (Series 6/7 & 63/66; Alabama Life/Health; P&C).
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Ability to build and maintain customer relationships.
• Detail-oriented with analytical skills.
• Familiarity with financial software and tools.

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

Sales & customer service

Analytical thinking

Communication

Regulatory compliance

Customer relationship building

Detail-oriented

Financial software proficiency

Education

Licenses: Series 6/7 and 63/66

Alabama Life & Health Insurance license

Alabama Property and Casualty license

Job description

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.