Registered Representative - State Farm Agent Team Member Monett - MO - 65708

Myagentbradhill

Monett (MO)

On-site

USD 45,000 - 60,000

Full time

4 days ago
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Benefits offered by this job

Paid time off
Signing bonus

Job summary

Brad Hill - State Farm Agent is seeking a Registered Representative to market financial services and educate customers on their financial options. You will use a consultative, sales‑oriented approach to help clients manage everyday risks and protect their financial future.

Your responsibilities include providing investment options, conducting financial needs analyses, managing client portfolios, and delivering ongoing support.

Qualifications

  • Series 6/63/65 or SIE licenses preferred.
  • Strong knowledge of investment products and markets.
  • Excellent communication and customer service skills.

Responsibilities

  • Provide investment options and consult on securities for customers.
  • Conduct financial needs analysis and recommend investment products.
  • Manage customer 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 or SIE licenses
Communication skills
Customer service
Analytical skills
Financial products knowledge
Proficiency with financial software
High ethical standards

Job description

Registered Representative - State Farm Agent Team Member
  • Paid time off
  • Signing bonus
ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Brad Hill - 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 $45,000.00 - $60,000.00 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.

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