Registered Representative - State Farm Agent Team Member

Aimee Malloy - State Farm Agent; Richmond (VA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Signing bonus

Training & development

Job summary

Aimee Malloy - State Farm Agent is hiring a Registered Representative to market financial products and educate customers on options. Your knowledge of investments informs a consultative sales approach and helps protect clients from everyday risks.

You will analyze needs, present investment solutions, manage client portfolios, stay current with market changes, and uphold regulatory standards while building lasting relationships.

Qualifications

• Series 6 or 7 license and other relevant certifications.
• Strong knowledge of investment products and 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.

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.

Skills

Communication

Customer service

Detail-oriented

Analytical skills

Investment knowledge

Financial software

Ethical standards

Relationship building

Tools

Financial software

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Signing bonus
• Training & development

ROLE DESCRIPTION:

As a Registered Representative - State Farm Agent Team Member with Aimee Malloy - 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.
• 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.