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Registered Representative - State Farm Agent Team Member

Jose Rosario - State Farm Agent

Orlando, FL

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JOB DETAILS
SALARY
$60,000–$80,000 Per Year
SKILLS
Analysis Skills, Communication Skills, Consulting, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Training, Detail Oriented, Documentation, Finance Software, Financial Analysis, Industry Standards, Licensing, Maintain Compliance, Market Trend Analysis, Multilingual, Needs Assessment, Options Analysis, Portuguese Language, Product Marketing, Record Keeping, Regulations, Regulatory Compliance, Risk Management, Sales, Securities, Seminars, Spanish Language, Stock Market, Training/Teaching, Tuition Fees, Variable Annuities
LOCATION
Orlando, FL
POSTED
30+ days ago
Benefits:
  • Bonus based on performance
  • Training & development
  • Tuition assistance

ROLE DESCRIPTION:
As a Registered Representative - State Farm Agent Team Member with Jose Rosario - 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.

SCHEDULE:
  • Monday to Friday during business hours.
  • Occasional after-hours client appointments or events may be required based on client needs and performance.

QUALIFICATIONS:
  • Bilingual in Spanish or Trilingual in Spanish and Portuguese Preferred
  • Securities Industry Essentials (SIE)
  • Active FINRA registration: Series 6 or equivalent required (Series 63/65 preferred or required based on role setup).
  •  Life & Health (Including Annuities & Variable Contracts) required.
  • Strong knowledge of investment products and financial markets.
  • Excellent communication, presentation, and relationship-building skills
  • Detail-oriented with strong analytical and documentation habits
  • Proficiency with CRM/financial software and general technology tools
  • High ethical standards, professionalism, and a compliance-first mindset
  • This is a long-term, career-oriented role; we invest heavily in training, compliance, and client development and are looking for professionals committed to growing within the agency.
COMPENSATION:
  • Base: $45,000 + incentives/commission
  • Typical first-year: $60,000–$80,000
  • Top performers: $100k+
  • Additional licensing (P&C and/or advanced investment licensing) may increase income potential
BENEFITS:
  • PTO/Holidays
  • Incentives based on production
  • Training & development support
  • Licensing/CE support (as applicable)



About the Company

J

Jose Rosario - State Farm Agent

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