Registered Representative - State Farm Agent Team Member

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.
• Maintain accurate records of transactions and customers 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

Pay

$80,000.00 - $130,000.00 per year

Schedule

Not specified

Benefits

• Paid time off
• Training & development
• 401(k)

My Team's Mission

To help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Location

Champlin, MN