Registered Representative - State Farm Agent Team Member

State Farm Agent; Winter Park (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

A prominent financial services agency in Winter Park is looking for a Registered Representative. This role offers a unique opportunity with a base salary and comprehensive training in financial planning. Candidates should have experience as a Financial Advisor and valid securities licenses. Key responsibilities include providing financial advice, maintaining client relationships, and ensuring compliance with regulations. The agency is dedicated to client success and fostering a supportive work environment.

Qualifications

• Active Securities Industry Essentials (SIE) Exam, Series 6 and/or 65, or 63 licenses and/or ChFC.
• Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.

Responsibilities

• Offer comprehensive financial planning and advice to existing customers.
• Partner with a career agent to develop a business plan.
• Maintain and enhance relationships with active communication.
• Demonstrate sound business judgement.
• Educate clients on technology for investment management.
• Ensure adherence to financial industry regulatory policies.

Skills

Client relationship management

Financial planning

Understanding of financial markets

Integrity

Educational guidance

Education

Bachelor's degree

Job description

Registered Representative - State Farm Agent Team Member

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Benefits

• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

We are not just offering a job but a meaningful career! Come join our passionate team!

Position Overview

If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned-based role, we would love to talk to you. At our agency, we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent.

Responsibilities

• Offer comprehensive financial planning and advice to existing State Farm customer households.
• Partnering and mentoring with a career agent in developing a business plan and delivering against a client service model.
• Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments.
• Understand and ensure business adherence with financial industry regulatory policies.

Required Qualifications

• Bachelor's degree preferred.
• Active Securities Industry Essentials (SIE) Exam, Series 6 and/or 65, or 63 licenses and/or ChFC.
• Minimum of 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.

Compensation: $45,000.00 - $65,000.00 per year

Are You Driven & Ambitious?

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you want to make an impact, see immediate success, we could be the place for you!

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance, and Renters Insurance.
• Our office is located in Winter Park and Hunter’s Creek.

Apply now and let us put you on the path to success.

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.