Registered Representative - State Farm Agent Team Member

Patrick Buchanan - State Farm Insurance Agent; Twin Falls (ID); On-site; USD 50,000 - 150,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Patrick Buchanan - State Farm Agent in Twin Falls, Idaho, seeks a Registered Representative to market financial products and educate customers on their options with a consultative, sales-minded approach. You will help clients understand risks and opportunities while building lasting relationships.

The role emphasizes investment guidance, needs analysis, and ongoing portfolio support, with training, advancement opportunities, and a performance-based bonus.

Qualifications

• Licensing requirements include Series 6 or Series 7 licenses.
• Experience in selling investment products and financial services.
• Strong communication and customer service abilities.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customer 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 customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Investment knowledge

Communication

Customer service

Analytical skills

Attention to detail

Financial software

Education

Series 6 license

Series 7 license

Tools

Financial software

Job description

Role Description

As a Registered Representative - State Farm Agent Team Member with Patrick Buchanan - 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.

Benefits

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

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 $50,000.00 - $150,000.00 per year