Registered Representative - State Farm Agent Team Member

Myagentjay; Ukiah (CA); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Profit sharing

Job summary

Myagentjay is hiring a Registered Representative - State Farm Agent Team Member in Ukiah, CA. This full-time role focuses on marketing financial products, educating customers, and managing investment portfolios.

The ideal candidate must hold a Series 6 or 7 license, possess strong communication skills, and have a deep knowledge of investment products. Salary ranges from $40,000 to $80,000, complemented by various benefits including 401(k) and performance bonuses.

Qualifications

• Must hold Series 6 or 7 license and relevant certifications.
• Strong understanding of financial markets and investment products is required.
• Excellent communication and customer service skills are essential.

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 informed on market trends and regulatory changes.

Skills

Strong knowledge of investment products and financial markets

Communication and customer service skills

Detail-oriented with strong analytical skills

Ability to build and maintain customer relationships

Education

Series 6 or 7 license and other relevant certifications

Tools

Financial software

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Ukiah - CA

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Profit sharing

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Jay Epstein - 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 $40,000.00 - $80,000.00 per year