Registered Representative - State Farm Agent Team Member Villa Rica - GA

Sonja Davidson; Villa Rica (GA); On-site; USD 40,000 - 150,000; Full time

Job summary

State Farm is seeking a Registered Representative to join Sonja Davidson's team as a State Farm Agent Team Member in Villa Rica, Georgia. You will market financial services products, educate customers on their options, and apply a consultative approach to building risk management plans.

Responsibilities include evaluating client needs, recommending investments, maintaining client records, staying compliant with industry regulations, and keeping up with market trends.

Qualifications

• Knowledge of investment products and financial markets.
• Strong customer service mindset and communication skills.
• Ability to explain financial options and educate customers clearly.
• Analytical approach to needs analysis and portfolio reviews.
• Familiarity with compliance and industry regulations.

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

Investment products knowledge

Customer service skills

Sales-oriented consultative approach

Analytical skills

Regulatory knowledge

Education

Series 6/63/65 or SIE licenses

SIE and other certifications

Tools

Financial software tools

CRM software

Job description

Registered Representative - State Farm Agent Team Member

ROLE DESCRIPTION
As a Registered Representative with Sonja Davidson , 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 $40,000.00 - $150,000.00 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.