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Registered Representative - State Farm Agent Team Member
Registered Representative - State Farm Agent Team MemberJose Herrera - State Farm Agent • Arlington, VA, US
Registered Representative - State Farm Agent Team Member

Registered Representative - State Farm Agent Team Member

Jose Herrera - State Farm Agent • Arlington, VA, US
10 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • Retirement Savings
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Free food & snacks
  • Paid time off
  • Parental leave
  • Training & development

ROLE DESCRIPTION :

As a Registered Representative - State Farm Agent Team Member with Jose Herrera - State Farm Agent, you will play a key role in helping customers protect what matters most by marketing and providing State Farms wide range of insurance and financial products. Your in-depth knowledge of insurance policies, investment options, and financial services enables you to take a consultative approach, educating clients on personalized solutions that fit their unique needs and goals. With strong interpersonal skills and attention to detail, you will build trusted relationships, guide clients through the application process, and ensure compliance with state and federal regulations. Your dedication to excellent customer service and financial stewardship makes you an essential part of a thriving State Farm agency.

RESPONSIBILITIES :

  • Provide investment options and consult 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.
  • Conduct presentations and seminars on investment topics.
  • Maintain accurate records of transactions and customers interactions.
  • Ensure compliance with industry regulations and standards.

    • QUALIFICATIONS :

  • SIE, Series 6 & 63 license or Series 7 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.
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    Representative State • Arlington, VA, US

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