Registered Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

ABOUT OUR AGENCY:
Our agency has grown steadily over the years, beginning with our Franklin office in 2015, followed by our Plainfield location in 2019, and most recently, our Danville office in 2022. Today, we’re proud to have a team of 26 talented and driven individuals who are the heart of everything we do.

We offer competitive pay along with a comprehensive benefits package including PTO and sick time, a company retirement plan (after one year), group life insurance at the company’s expense (with spouse/child coverage available), group medical, dental, and vision insurance, and the opportunity for customized travel bonus trips.

We look for individuals who are competitive, growth-minded, and motivated by their own “why.” People who thrive here are self-starters who want to win, value being part of a positive and competitive team environment, and genuinely care about helping customers through personalized insurance and financial service solutions.

What makes our agency special is our leadership and culture — we provide the tools and freedom to succeed without micromanagement. Our team truly enjoys working together, supporting each other, and having fun while staying driven to be the best.

We’re also proud to stay engaged with our community, actively participating in events throughout Johnson, Hendricks, and Marion Counties, and sponsoring programs at local high schools near our offices. If you’re looking for a place where you can grow, compete, and make a meaningful impact, this could be the perfect team for you.

ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Matt Kwiatkowski - State Farm Agent,  you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

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.

QUALIFICATIONS:

• Series 6/63/65 or 7 license 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.