Registered Representative – State Farm Agent Team Member

Mikebergman

United States

Hybrid

USD 50,000 - 100,000

Full time

5 days ago
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Benefits offered by this job

Health insurance
Vision insurance
Dental insurance
401(k)
Paid time off
Opportunity for advancement

Job summary

Mike Bergman State Farm seeks a Registered Representative to market the financial products that manage everyday risks and educate customers on their financial options. Your sales-minded, consultative approach helps clients choose appropriate protection and financial strategies.

Join a collaborative team in a hybrid US role with competitive benefits and opportunities for advancement. Strong analytical and customer service skills are valued to grow a trusted practice.

Qualifications

  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Must be able to obtain relevant financial service licenses.
  • Proven experience as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Successful track record of meeting sales goals/quotas preferred

Responsibilities

  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Strong mathematical skills
Analytical thinking
Problem-solving skills
Effective communication skills
Exceptional customer service

Education

Bachelor's degree in finance/economics/accounting or related field

Tools

Microsoft Office

Job description

Registered Representative – State Farm Agent Team Member

Full Time in Hybrid - US

Replies within 24 hours

  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Vision insurance
  • 401(k)
ABOUT OUR AGENCY

Our agency is proud to celebrate 19 years of excellence this coming April. With a strong team of over 20 professionals, we are committed to fostering a supportive, collaborative, and productive workplace. Mike has been selling insurance since 1993 and with State Farm since 2007, and together we’ve built an office that can serve customers in English, Spanish, Cantonese, and Mandarin.

Full-time team members enjoy valuable benefits, including a 401K match, paid time off, paid holidays, health benefit options (major medical, dental, and vision), and the flexibility of hybrid work schedules. We also believe in celebrating wins and staying connected through quarterly team-building activities.

We’re looking for motivated individuals to join us in providing exceptional service to our clients and contributing to the continued growth and success of our agency. If you're ready to work in an environment where your skills and dedication are valued, we’d love to connect with you!

ROLE DESCRIPTION

As a registered representative with Mike Bergman State Farm, 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
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Successful track record of meeting sales goals/quotas preferred

Flexible work from home options available.

Compensation $50,000.00 - $100,000.00 per year

Registered Representative – State Farm Agent Team Member

Full Time in Hybrid - US

Responsive recruiter Replies within 24 hours

Benefits
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Vision insurance
  • 401(k)
ABOUT OUR AGENCY

Our agency is proud to celebrate 19 years of excellence this coming April. With a strong team of over 20 professionals, we are committed to fostering a supportive, collaborative, and productive workplace. Mike has been selling insurance since 1993 and with State Farm since 2007, and together we’ve built an office that can serve customers in English, Spanish, Cantonese, and Mandarin.

Full-time team members enjoy valuable benefits, including a 401K match, paid time off, paid holidays, health benefit options (major medical, dental, and vision), and the flexibility of hybrid work schedules. We also believe in celebrating wins and staying connected through quarterly team-building activities.

We’re looking for motivated individuals to join us in providing exceptional service to our clients and contributing to the continued growth and success of our agency. If you're ready to work in an environment where your skills and dedication are valued, we’d love to connect with you!

ROLE DESCRIPTION

As a registered representative with Mike Bergman State Farm, 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
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred
  • Bilingual Spanish preferred

Flexible work from home options available.

Compensation $50,000.00 - $100,000.00 per year

Join a community of good neighbors

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