Registered Representative - State Farm Agent Team Member

Jarrod Rush - State Farm Agent•Wylie, TX
•$70,000 - $100,000

About The Position

As a Registered Representative with Jarrod Rush - State Farm Agent, you will market financial services products that help manage everyday risks. You will use your knowledge of financial products and a consultative, sales-minded approach to educate customers about their financial options. The role calls for analytical precision and supports customers while contributing to the success of the agent office.

Requirements

  • Strong knowledge of investment products and financial markets.
  • Communication and customer service skills.
  • Ability to build and maintain customer relationships.
  • Detail-oriented with strong analytical skills.
  • Proficiency with financial software and tools.
  • High ethical standards and professionalism.

Nice To Haves

  • Series 6/63/65 or SIE licenses are preferred.
  • SIE, Series 6/63/65, and other relevant certifications.

Responsibilities

  • Provide investment options and consult customers on securities.
  • Conduct financial needs analyses and recommend investment products.
  • Manage customer portfolios and provide ongoing support.
  • Stay updated on market trends and regulatory changes.
  • Maintain accurate records of transactions and customer interactions.
  • Ensure compliance with industry regulations and standards.

Benefits

  • Paid time off
  • Training and development
  • 401(k)
  • 401(k) matching
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