Registered Representative - State Farm Agent Team Member

Location: Twin Falls, ID

Benefits

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

Role Description

As a Registered Representative with Patrick Buchanan - State Farm Agent, you will actively market the financial products that help clients manage everyday risks. Your solid knowledge of financial instruments supports a consultative, sales-oriented approach to guiding customers through their financial options. Your analytical accuracy makes you a valuable resource to clients and a strong addition to a thriving agency.

Responsibilities

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customer 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 customer interactions.
• Ensure compliance with industry regulations and standards.

Qualifications

• Series 6 or 7 license and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Communication and customer service skills.
• Ability to establish and maintain client relationships.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.