Registered Representative - State Farm Agent Team Member

Responsive recruiter

Replies within 24 hours

Benefits

• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
  
  

We are not just offering a job but a meaningful career! Come join our passionate team!

Position 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 our agency, 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, 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.
• Understand and ensure business adherence with financial industry regulatory policies.
  
  

Required Qualifications

• Bachelor's degree preferred.
• Active Securities Industry Essentials (SIE) Exam, Series 6 and/or 65, or 63 licenses and/or ChFC.
• 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.
  
  

Compensation: $45,000.00 - $65,000.00 per year

Are You Driven & Ambitious?

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you want to make an impact, see immediate success, we could be the place for you!

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance, and Renters Insurance.
• Our office is located in Winter Park and Hunter’s Creek.
  
  

Apply now and let us put you on the path to success.

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.