Registered Representative State Farm Agent Team Member
Antonio Mendoza State Farm, Santa Maria, CA, United States
Registered Representative - State Farm Agent Team Member
Full time
At our agency, we invest in the success and well-being of every team member. Our benefits package is designed to support financial stability, work–life balance, and long-term career growth.
Performance-based commission structure
Life insurance
Paid Time Off (vacation, sick, and personal days)
Paid company holidays
ROLE DESCRIPTION As a Registered Representative with Antonio Mendoza 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:
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 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.
Competitive Compensation - $75,000 - $90,000 / year - includes salary + commissions & bonuses State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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Full time
At our agency, we invest in the success and well-being of every team member. Our benefits package is designed to support financial stability, work–life balance, and long-term career growth.
Performance-based commission structure
Life insurance
Paid Time Off (vacation, sick, and personal days)
Paid company holidays
ROLE DESCRIPTION As a Registered Representative with Antonio Mendoza 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:
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 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.
Competitive Compensation - $75,000 - $90,000 / year - includes salary + commissions & bonuses State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
#J-18808-Ljbffr