Registered Representative - State Farm Agent Team Member Lorain - OH

Charleschapmaninsurance; Lorain (OH); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) matching

Bonus based on performance

Advancement opportunities

Job summary

Charles Chapman - State Farm Agent seeks a Registered Representative to market financial services and help clients evaluate options for managing risks. You will educate customers on investment choices and work to grow a satisfied client base in Lorain, OH.

The role emphasizes a consultative sales approach, regulatory awareness, and the ability to maintain accurate records while supporting portfolio needs and ongoing customer relationships.

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.

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

SIE licensing

Communication

Customer service

Analytical skills

Tools

Financial software

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Lorain - OH

Replies within 24 hours

• Health insurance
• Opportunity for advancement
• Paid time off
• 401(k) matching
• Bonus based on performance

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Charles Chapman - 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.

Compensation $55,000.00 - $85,000.00 per year

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.