Registered Representative - State Farm Agent Team Member

Trent Lewis - State Farm Agent
  • Lawrenceville, GA
  • Full-time
30 days ago

Job Description

Benefits:
  • License reimbursement
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY:
Our agency opened in 2010 and has grown into a strong team of eight who work together to serve our customers and community. I’m a second-generation State Farm agent, so this business has been a part of my life for many years and has helped shape the values I bring to leading our office.

I graduated from Georgia State University and have a family with two daughters, along with a dog and a cat at home. Family is very important to me, and that perspective carries into the way we support one another as a team. We stay involved locally by sponsoring community events and supporting initiatives throughout the area. Being present in the community and building real relationships with the people we serve is a priority for our agency.

We offer PTO, a 401(k), health benefits, licensing reimbursement, and a strong focus on work-life balance.
Our culture is collaborative and relationship-driven. We’re looking for someone who is hardworking, positive, and enjoys building relationships with others. The right person will be a team player who brings energy, professionalism, and a strong work ethic to the office every day. If you enjoy working with people and being part of a supportive team, this could be a great fit for you.

ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Trent Lewis - 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.
  • Maintain accurate records of transactions and customers interactions.
  • Ensure compliance with industry regulations and standards.
QUALIFICATIONS:
  • Series 6,63,65 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.
  • High ethical standards and professionalism.

Numbers & Facts

LocationLawrenceville, GA
Job TypeFull-time

Skills

  • Analysis Skillsunmatched
  • Community Supportunmatched
  • Consultingunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Customer Trainingunmatched
  • Detail Orientedunmatched
  • Develop and Maintain Customersunmatched
  • Financial Analysisunmatched
  • Fundingunmatched
  • Health Insuranceunmatched
  • Health Planunmatched
  • Healthcare Reimbursementunmatched
  • Industry Standardsunmatched
  • Licensingunmatched
  • Maintain Complianceunmatched
  • Market Trend Analysisunmatched
  • Needs Assessmentunmatched
  • Options Analysisunmatched
  • Product Marketingunmatched
  • Record Keepingunmatched
  • Regulationsunmatched
  • Regulatory Complianceunmatched
  • Reimbursementunmatched
  • Risk Managementunmatched
  • Salesunmatched
  • Securitiesunmatched
  • Series 6unmatched
  • Stock Marketunmatched
  • Team Playerunmatched
  • Training/Teachingunmatched

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