Customer Relationship Management (CRM) Finance Jobs

1 job found

5mo ago

Registered Representative - State Farm Agent Team Member

Patrick Buchanan - State Farm Agent Twin Falls, ID

Twin Falls, ID

5mo ago Closed

$50k - $150k/yr Full time Agent Compliance Customer Relationship Management (CRM)

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

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.

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