Registered Representative - State Farm Agent Team Member
Full Time in Orlando - FL
Responsive recruiter
Replies within 24 hours
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
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)
Compensation $45,000.00 per year
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none