Registered Representative - State Farm Agent Team Member
Philip Watson State Farm Agent
Apply to this job- SIMPLE IRA
- Paid time off
As a Registered Representative - State Farm Agent Team Member with Philip Watson - 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.
COMPENSATION:
- $60,000 Annual Salary
- Annual Commission and Bonus expected to be in the $20,000 - 40,000 range (paid monthly as earned)
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.
- Active Series 65 or CHFC certification plus Series 6, 63 and SIE 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.
- Active P&C and L&H license, or ability to obtain within 30 days.
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in La Plata, MD and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
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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Summary
Market financial products, analyze customer needs, manage portfolios, ensure compliance, and educate clients.
Job title
Registered Representative - State Farm Agent Team Member
Experience level
certification and license requirements
Industry
financial services
Location requirements
La Plata, Maryland; remote work not specified
Salary
$60k–$100k
Management role
No
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
La Plata, MD 20646, USA