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Registered Representative - State Farm Agent Team Member

Full Time in Pinole - CA

Benefits
  • 401(k) matching
  • Opportunity for advancement
  • Paid time off
  • Training & development
ROLE DESCRIPTION
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. Why work here? Are you looking to be entrepreneur?

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 $50,000.00 - $80,000.00 per year




Apply Now 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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