Registered Representative - State Farm Agent Team Member

Kristin Staropoli - State Farm Agent; Tigard (OR); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Kristin Staropoli - State Farm Agent in Tigard, Oregon seeks a Registered Representative to market financial products and educate customers on their options. You will support the agency with analytical insights and a consultative sales approach.

The role requires Series 6/63/65 or 7 and SIE licenses, plus strong communication and client service skills. Enjoy a competitive salary, flexible schedule, and advancement opportunities.

Qualifications

• Series 6/63/65 or 7 and SIE license required.
• 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.

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.

Skills

Strong communication

Customer service

Analytical skills

Job description

Benefits:

• Bonus based on performance


• Competitive salary


• Flexible schedule


• Health insurance


• Opportunity for advancement


• Paid time off


• Training & development

ROLE DESCRIPTION:

As a Registered Representative - State Farm Agent Team Member with Kristin Staropoli - 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:

• 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 6/63/65 or 7 and SIE license (required)


• 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.