Registered Representative - State Farm Agent Team Member

Laurenstoneagency; Town of Texas (WI); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Company parties

Dental insurance

Flexible schedule

Training & development

Job summary

Lauren Stone - State Farm Agent is seeking a Registered Representative to market financial products, educate customers on options, and apply a consultative, sales-minded approach. The role emphasizes accuracy, regulatory adherence, and ongoing client support.

The position is full-time in Grapevine, TX, with opportunities for advancement and a comprehensive benefits package including 401(k), health and vision insurance, PTO, and bonuses based on performance.

Qualifications

• FINRA Series 6 and Series 65 licenses preferred.
• 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.

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

FINRA Licenses

Investment products

Customer service

Relationship building

Analytical skills

Financial software

Tools

Financial software

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Grapevine, TX

• 401(k)
• 401(k) matching
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Lauren Stone - 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

• FINRA Series 6 and Series 65 licenses preferred.
• 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.

Compensation $55,000.00 - $80,000.00 per year

Registered Representative - State Farm Agent Team Member

Full Time in Grapevine, TX

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Lauren Stone - 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

• FINRA Series 6 and Series 65 licenses preferred.
• 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.

Compensation $55,000.00 - $80,000.00 per year

Join a community of good neighbors

Make a difference in your community every day.

Gain confidence and grow your dream career.

Earn benefits and rewards that are second to none