Registered Representative - State Farm Agent Team Member
Job in
Highlands Ranch, Douglas County, Colorado, USA
Listed on 2025-12-24
Listing for:
Sean Morton Ins Agency Inc
Full Time
position Listed on 2025-12-24
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Paid time off
- Training & development
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.
- 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
- 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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