Registered Representative - State Farm Agent Team Member

Jonathan Hooks - State Farm Agent; Rogers (AR); Vor Ort; USD 50.000 - 70.000; Vollzeit

Benefits dieser Stelle

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Zusammenfassung

Jonathan Hooks - State Farm Agent in Rogers, Arkansas, is seeking an experienced financial services professional to consult on financial planning, life, and health insurance. This role emphasizes building strong customer relationships and guiding clients toward securing a financial future.

The ideal candidate will possess strong analytical skills and enjoy having meaningful conversations with customers. A FINRA Series 6/63/65 or 7 license is required, along with the ability to provide personalized product solutions.

Qualifikationen

• FINRA Series 6/63/65 or 7 license required.
• Experience in financial services and/or insurance preferred.
• Strong communication and analytical skills.

Aufgaben

• Consult customers on financial planning and insurance coverage.
• Assist with portfolio management and asset allocation.
• Conduct financial reviews and recommend solutions.

Kenntnisse

Strong communication skills

Analytical skills

Customer-focused demeanor

Understanding of financial planning

Jobbeschreibung

Benefits:

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

Position Overview:

Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Key Responsibilities:

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Perform customer needs analysis and engage in sales conversations

Preferred Qualifications:

• FINRA Series 6/63/65 or 7 license will be required
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor