Registered Representative - State Farm Agent Team Member
Job in
Portland, Washington County, Oregon, 97223, USA
Listed on 2026-06-01
Listing for:
Kristin Staropoli - State Farm Agent
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
Benefits:
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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.
- Maintain accurate records of transactions and customers interactions.
- Ensure compliance with industry regulations and standards.
- Series 6/63/65 or 7 and SIE license (required)
- 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.
- High ethical standards and professionalism.
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