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Registered Representative - State Farm Agent Team Member

Full Time in Knoxville - TN

Responsive recruiter
Replies within 24 hours
Benefits
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
ROLE DESCRIPTIONAs a Registered Representative - State Farm Agent Team Member with Ryan Nichols - State Farm Agent, you will serve as a trusted resource for customers seeking guidance on their financial and investment accounts. In this role, your focus will be on ongoing service, portfolio support, and helping customers navigate their financial decisions with clarity and confidence. Your knowledge of securities products and regulations allows you to provide informed guidance while maintaining a strong commitment to compliance and customer care. You will play a key role in strengthening long-term relationships and delivering a high standard of service within our agency.
RESPONSIBILITIES
  • Provide ongoing service and support for customers’ investment and securities accounts
  • Review portfolios with customers and discuss performance, allocations, and updates
  • Conduct financial needs discussions and provide appropriate product guidance
  • Assist with account maintenance, transfers, distributions, and required documentation
  • Monitor accounts and follow up proactively to ensure alignment with customer goals
  • Stay current on market conditions, regulatory updates, and product changes
  • Maintain accurate documentation of customer interactions and transactions
  • Ensure strict adherence to all compliance and regulatory requirements
QUALIFICATIONS
  • Active Series 6/63/65 or 7 license required
  • Strong understanding of investment products and financial markets
  • Proven experience in a client service or financial services support role
  • Excellent communication skills with the ability to explain complex financial concepts clearly
  • Strong attention to detail and organizational skills
  • Ability to build trust and maintain long-term client relationships
  • High ethical standards and professionalism
Compensation $45,000.00 - $65,000.00 per year
Apply Now State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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