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 is hiring a Registered Representative Team Member to market and educate clients on financial options. You will analyze needs, present investment products, and help build lasting client relationships within a compliant, client-focused agency.

The role emphasizes advisory sales, portfolio management, and ongoing support with opportunities for advancement and training. Compensation reflects performance and industry standards in a dynamic financial services

Qualifications

• Proven ability to communicate financial concepts clearly.
• Strong analytical skills to assess client needs and risk.
• Knowledge of investment products, markets, and regulatory considerations.
• Experience building and maintaining client portfolios and relationships.
• Ethical conduct and professionalism in financial services.

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 customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Communication & customer service

Analytical skills

Investment products knowledge

Portfolio management

Regulatory compliance

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

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.

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