Registered Representative - State Farm Agent Team Member
Full Time • Littleton - CO
Responsive recruiter
Replies within 24 hours
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Sean Morton - State Farm Agent, you will successfully market the financial 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 agency.
RESPONSIBILITIES:
As a Registered Representative - State Farm Agent Team Member with Sean Morton - State Farm Agent, you will successfully market the financial 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 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:
- Series 6 or 7 license 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.
- Property/Casualty and Life/Health Insurance Licenses - Must have or obtain
PAY / BENEFITS:
- Base Salary: $45,000 to $57,579 depending on experience/licensing
- Bonus: Based upon production
- Health: Stipend if necessary
- Retirement Plan: 401(k) + match, with Roth Option
- PTO + Sick
Compensation: $45,000.00 - $57,579.00 per year
Looking for the skills and confidence to run a business in the future?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- Our office is located in Littleton & Highlands Ranch, CO.
We look forward to speaking with you!
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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