Financial Services Representative - State Farm Agent Team Member
Full Time in Hybrid - US
Responsive recruiter
Replies within 24 hours
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Relocation bonus
- Training & development
Overview
If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned-based role, we would love to talk to you. At Steve Womack State Farm, we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, Partnerships with Jackson, Pacific Life, and US Bank with guidance and mentoring from a successful career agent.
Responsibilities
- Offer comprehensive financial planning and advice to existing State Farm customer households.
- Partnering and mentoring with a career agent in developing a business plan and delivering against a client service model.
- Maintain and enhance new and existing relationships through active communication with customers, processing customer
- requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.
- Demonstrate a deep understanding of financial markets and sound business judgement.
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments.
- Provide a holistic view of clients’ needs and financial coaching beyond investments.
- Understand and ensure business adherence with __ agency and financial industry regulatory policies.
Required Qualifications
- Bachelor's degree preferred.
- Active Securities Industry Essentials (SIE) Exam, Series 66 and Series 63, and Series 65 licenses.
- Active Life & Health License
- Minimum of 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
**Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity**
An equal opportunity employer
We shall always comply with the letter and the spirit of all national, state, and local laws pertaining to employment.
Flexible work from home options available.
Compensation $70,000.00 - $100,000.00 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