Registered Representative - State Farm Agent Team Member

Patrick Buchanan - State Farm Agent; Twin Falls (ID); On-site; USD 50,000 - 75,000; 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 seeking a Registered Representative to market financial products and educate customers on investment options with a sales-focused, consultative approach.

You will analyze client needs, present investment solutions, and maintain client records while staying current with market trends and regulatory changes. This role emphasizes performance-based results and ongoing client support.

Qualifications

• Series 6 or 7 license or equivalent certification.
• Strong knowledge of investment products and markets.
• Excellent communication and customer service 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

Investment knowledge

Customer service

Analytical skills

Regulatory understanding

Education

Series 6/7 license

Tools

Financial software

Job description

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.