Registered Representative - State Farm Agent Team Member

April Roberts - State Farm Agent; The Woodlands (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

April Roberts - State Farm Agent in The Woodlands, Texas is seeking a Registered Representative - State Farm Agent Team Member to market financial products and manage customer portfolios. The ideal candidate will utilize their financial expertise to guide customers in making informed investment choices. Strong communication and analytical skills are essential for this role.

The position also offers benefits such as a competitive salary, flexible schedule, and opportunities for advancement. Applicants must hold a Series 6 or 7 license.

Qualifications

• Series 6 or 7 license and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Detail-oriented with strong analytical skills.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customers portfolios and provide ongoing support.

Skills

Investment products knowledge

Customer service skills

Communication skills

Analytical skills

Relationship building

Education

Series 6 or 7 license and relevant certifications

Job description

Benefits

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

As a Registered Representative - State Farm Agent Team Member with April Roberts - 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.
• 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.
• High ethical standards and professionalism.