Registered Representative - State Farm Agent Team Member

Amykaplaninsurance; Town of Texas (WI); On-site; USD 40,000 - 100,000; 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 options. You will analyze needs, recommend investments, and support clients while upholding compliance standards in a busy agency environment.

The role offers a strong commission potential, bonus eligibility, and a collaborative team culture with ongoing training and career development opportunities.

Qualifications

• Series 6 or 7 license and other relevant 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.

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 license

Series 7 license

Investment product knowledge

Customer service skills

Analytical skills

Ethical standards

Tools

Financial software

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Springtown - TX

Replies within 24 hours

• Paid time off
• Profit sharing
• Signing bonus
• 401(k)
• 401(k) matching
• Bonus based on performance

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.

Compensation $40,000.00 - $100,000.00 per year

Registered Representative - State Farm Agent Team Member

Full Time in Springtown - TX

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.

Compensation $40,000.00 - $100,000.00 per year State Farm agents are independent contractors who hire their own employees. State Farm agents’employees are not employees of State Farm. Agents are responsible for and make all employmentdecisions regarding their employees.

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