Registered Representative

Job not on LinkedIn

🕒 June 24

🏈 Alabama, Alaska, +43 more states – Remote

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💵 $50k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 31%

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Logo of Dave Christy - State Farm Agent

Dave Christy - State Farm Agent

11 - 50 employees

Founded 1993

🛡️ Insurance

💸 Finance

👥 B2C

Insurance • Finance • B2C

Dave Christy - State Farm Agent is a multi-location independent insurance agency based in Spokane Valley, WA, operating under the State Farm brand. The agency provides a range of consumer-focused insurance and financial products — including auto, homeowners, renters, life, health, small business insurance, pet insurance, annuities and investment services — and serves Washington, Idaho, Oregon and California. The office emphasizes local, personalized service with a large experienced team, claims support, and community involvement.

📋 Description

• 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.

🎯 Requirements

• Series 6, 63 and 65 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. • Proficiency with financial software and tools. • High ethical standards and professionalism.

🏖️ Benefits

• 401(k) • 401(k) matching • Bonus based on performance • Company parties • Dental insurance • Flexible schedule • Health insurance • Opportunity for advancement • Paid time off • Training & development • Vision insurance

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