Financial Services Representative - State Farm Agent Team Member
Insurecadillac, Cadillac, Michigan, United States, 49601
Financial Services Representative – State Farm Agent Team Member
Full Time in Cadillac, MI
Benefits
Salary PLUS Commission/Bonuses
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Job Description As a Financial Services Representative, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact.
Responsibilities
Provide comprehensive financial planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support.
Partner with and learn from a career agent to develop a business plan and implement a client service model effectively.
Exhibit expertise in financial markets, sound business judgment, and unwavering integrity to prioritize clients’ best interests at every opportunity.
Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations.
Hire a team of junior advisor(s) to work underneath you. You will receive commissions from their sales and have the ability to scale both your salary and variable compensation. The right candidate will transition into VP of Client Acquisition role within 2 years.
Qualifications
Minimum of 2 years of experience as a Financial Services Representative.
Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.
Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.
Eagerness to learn and grow with the financial services industry.
Comfortability offering advisory services, brokerage services, and variable life and annuity products.
Requirements
Bachelor’s degree preferred.
Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC licenses preferred.
Licensed in life and health insurance with extensive knowledge of annuities and the life insurance industry preferred.
Compensation $50,000.00 - $140,000.00 per year
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.
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Benefits
Salary PLUS Commission/Bonuses
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Job Description As a Financial Services Representative, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact.
Responsibilities
Provide comprehensive financial planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support.
Partner with and learn from a career agent to develop a business plan and implement a client service model effectively.
Exhibit expertise in financial markets, sound business judgment, and unwavering integrity to prioritize clients’ best interests at every opportunity.
Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations.
Hire a team of junior advisor(s) to work underneath you. You will receive commissions from their sales and have the ability to scale both your salary and variable compensation. The right candidate will transition into VP of Client Acquisition role within 2 years.
Qualifications
Minimum of 2 years of experience as a Financial Services Representative.
Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.
Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.
Eagerness to learn and grow with the financial services industry.
Comfortability offering advisory services, brokerage services, and variable life and annuity products.
Requirements
Bachelor’s degree preferred.
Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC licenses preferred.
Licensed in life and health insurance with extensive knowledge of annuities and the life insurance industry preferred.
Compensation $50,000.00 - $140,000.00 per year
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.
#J-18808-Ljbffr