Registered Representative - State Farm Agent Team Member

Dan Albernas - State Farm Agent; Plantation (FL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Job summary

Dan Albernas - State Farm Agent is seeking a Registered Representative to market financial products and educate customers on options, combining sales focus with a consultative approach.

You will consult on financial planning, insurance solutions, and investment options, generate leads, conduct financial reviews, and maintain compliance with regulations, while delivering excellent service.

Qualifications

• Active Life & Health license (required or ability to obtain quickly)
• FINRA Series 6/63/65 or SIE license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Strong communication

Analytical skills

Customer-focused demeanor

Job description

Benefits:

• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance

ROLE DESCRIPTION:

As a Registered Representative - State Farm Agent Team Member with Dan Albernas - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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:

• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS:

• Active Life & Health license (required or ability to obtain quickly)
• FINRA Series 6/63/65 or SIE license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor