Registered Representative - State Farm Agent Team Member

Jarrod Rush - State Farm Agent; United States; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid time off

Training & development

401(k)

401(k) matching

Job summary

Jarrod Rush - State Farm Agent Team Member is seeking a professional to market and educate customers on financial services products. You will apply analytical skills to recommend investment options and provide ongoing support, while maintaining accurate records and staying compliant with regulations.

The role emphasizes client relationships, ethics, and a consultative sales approach within a State Farm agent office.

Qualifications

• Licenses Series 6/63/65 or SIE preferred.
• SIE, Series 6/63/65, 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.

Responsibilities

• Provide investment options and consult on 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.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Series 6/63/65 licenses

SIE license

Investment product knowledge

Communication skills

Relationship building

Attention to detail

Financial software

Ethics

Tools

Financial software

Job description

Benefits:

• Paid time off
• Training & development
• 401(k)
• 401(k) matching

Role Description

As a Registered Representative - State Farm Agent Team Member with Jarrod Rush - State Farm Agent, you will successfully market financial services 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 agent office.

Responsibilities

• Provide investment options and consult on 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.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Qualifications

• Series 6/63/65 or SIE licenses preferred
• SIE, Series 6/63/65, 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.