Registered Representative - State Farm Agent Team Member

Robert Ndegwa - State Farm Agent
  • Austin, TX
  • Full-time
13 days ago

Job Description

Benefits:
  • Simple IRA
  • Company parties
  • Signing bonus
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

ROLE DESCRIPTION:
Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.


This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

RESPONSIBILITIES:
  • Provide investment options and consult securities to customers.
  • Conduct financial needs analysis and recommend investment, life, and health 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.
QUALIFICATIONS:
  • Series 6/63/65/7 or SIE 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.
  • High ethical standards and professionalism.
How to Apply: 
Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance sales, we want to hear from you! 
www.protectyourdreams.biz


Robert Ndegwa - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds. 

Numbers & Facts

LocationAustin, TX
Job TypeFull-time

Skills

  • Analysis Skillsunmatched
  • Consultingunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Dental Insuranceunmatched
  • Detail Orientedunmatched
  • Develop and Maintain Customersunmatched
  • Financial Analysisunmatched
  • Financial Planningunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Industry Standardsunmatched
  • Insuranceunmatched
  • Life Insuranceunmatched
  • Maintain Complianceunmatched
  • Market Trend Analysisunmatched
  • Needs Assessmentunmatched
  • Record Keepingunmatched
  • Regulationsunmatched
  • Regulatory Complianceunmatched
  • Securitiesunmatched
  • Series 6unmatched
  • Stock Marketunmatched
  • Training/Teachingunmatched
  • Vision Planunmatched

Be found by employers

5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

Level up your application

Professional resume templates

Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

Free resume templates

Free resume builder

Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

Free resume builder