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Registered Representative - State Farm Agent Team Member

Job in Highlands Ranch, Douglas County, Colorado, USA
Listing for: Sean Morton Ins Agency Inc
Full Time position
Listed on 2025-12-24
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 45000 - 57579 USD Yearly USD 45000.00 57579.00 YEAR
Job Description & How to Apply Below

Benefits

  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Paid time off
  • Training & development
Role Description

As a Registered Representative - State Farm Agent Team Member with Sean Morton - 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.
  • Property/Casualty and Life/Health Insurance Licenses - Must have or obtain
Pay / Benefits
  • Base Salary: $45,000 to $57,579 depending on experience/licensing
  • Bonus:
    Based upon production
  • Health:
    Stipend if necessary
  • Retirement Plan: 401(k) + match, with Roth Option
  • PTO + Sick
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