More jobs:
Registered Representative - State Farm Agent Team Member
Remote / Online - Candidates ideally in
Marshalltown, Marshall County, Iowa, 50158, USA
Listed on 2026-10-08
Marshalltown, Marshall County, Iowa, 50158, USA
Listing for:
Peschong Insurance Agency, Inc.
Full Time, Remote/Work from Home
position Listed on 2026-10-08
Job specializations:
-
Finance & Banking
Financial Sales
Job Description & How to Apply Below
Full Time in Hybrid - US
- 401(k)
- 401(k) matching
- Bonus based on performance
As a Registered Representative with Peschong Insurance Agency, Inc, you will successfully market financial services 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 agent office.
RESPONSIBILITIES
- Provide investment options and consult on 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.
- Maintain accurate records of transactions and customer interactions.
- Ensure compliance with industry regulations and standards.
- Series 6/63/65 or SIE licenses required.
- SIE, Series 6/63/65, 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.
Flexible work from home options available.
Compensation $60,000.00 - $ per year
Registered Representative - State Farm Agent Team MemberFull Time in Hybrid - US
Benefits- 401(k)
- 401(k) matching
- Bonus based on performance
As a Registered Representative with Peschong Insurance Agency, Inc, you will successfully market financial services 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 agent office.
RESPONSIBILITIES
- Provide investment options and consult on 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.
- Maintain accurate records of transactions and customer interactions.
- Ensure compliance with industry regulations and standards.
- Series 6/63/65 or SIE licenses required.
- SIE, Series 6/63/65, 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.
Flexible work from home options available.
Compensation $60,000.00 - $ per year
Join a community of good neighborsMake a difference in your community every day.
Gain confidence and grow your dream career.
Earn benefits and rewards that are second to none
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×