Registered Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• License reimbursement
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
I’ve been an agent for 8.5 years and have spent a total of 33.5 years with State Farm. We currently have a team of nine, and our culture is friendly, laid-back, and growth-focused. Our team brings over 104 years of combined experience to the table, and we’re passionate about helping people protect and grow their assets. We take pride in fostering a collaborative, supportive environment where everyone contributes to our shared success.

Community involvement is a core part of who we are. We’ve participated in projects like a Habitat for Humanity build, beach cleanups, and we support Neighbor to Neighbor—a nonprofit that helps homebound individuals get to their medical appointments. I also serve on their board, as giving back to our community is something we strongly believe in.

We offer extensive growth and training opportunities, including working with two outside sales coaches and developing future agent aspirants. Our office is in a great location, and we offer perks like flexible scheduling, opportunities to earn Friday afternoons off, monthly recognition, and quarterly team-building activities. We also offer weekly, quarterly, and annual bonuses, a 401(k) after one year, time-off rewards, and a health insurance stipend.

We’re looking for self-starters who are hardworking, great team players, problem solvers, and natural leaders. If you want to grow your career in a fun, experienced, and community-focused environment, this is the place for you.

ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Kelly O'Brien - 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:

• Conduct financial needs analysis and recommend investment products.
• Manage client portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.
• Maintain accurate records of transactions and client interactions.
• Ensure compliance with industry regulations and standards.

QUALIFICATIONS:

• Series 6, 63, 65, 7 or SIE license and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Excellent communication and customer service skills.
• Ability to build and maintain client relationships.
• Detail-oriented with strong analytical skills.
• High ethical standards and professionalism.
• Bilingual Spanish or Portuguese preferred.