Registered Representative - State Farm Agent Team Member

Amy Kaplan - State Farm Agent; Springtown (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid time off

Profit sharing

Signing bonus

Training & development

401(k)

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Job summary

Amy Kaplan-State Farm is seeking a Registered Representative to market financial products and educate customers on their options. Your sales‑minded, consultative approach and analytical precision will help clients manage everyday risks.

You will provide investment options, conduct needs analysis, manage client portfolios, and stay updated on market trends and regulatory changes. The role includes presenting seminars and maintaining accurate records while upholding high ethical standards.

Qualifications

• Series 6 or 7 license and related certifications.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Ability to build and maintain customer 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

Series 6/7 license

Investment knowledge

Customer service

Relationship building

Analytical skills

Financial software

Ethical standards

Job description

Benefits

• Paid time off
• Profit sharing
• Signing bonus
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary

Role Description

As a Registered Representative with Amy Kaplan-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.

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.