Registered Representative - State Farm Agent Team Member
$80,000–$130,000 year
On-siteChamplin, Minnesota, United States
Champlin, Minnesota, United StatesOn-siteFull Time$80,000–$130,000 yearLicense Or CertificationEnterprise
Full TimeLicense Or CertificationEnterprise
Job Summary
Provide investment options and consult securities to customers while conducting financial needs analysis to recommend appropriate products. Manage customer portfolios and offer ongoing support, ensuring compliance with industry regulations and maintaining accurate records of all transactions and interactions. Stay updated on market trends and regulatory changes to reinforce a consultative approach to educating clients on their financial options. This role supports the Tony Hoaglund - State Farm Agent team in successfully marketing financial products that manage everyday risks.
Required 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
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