Financial Services Representative – State Farm Agent Team Member Darrick Earegood Agency, a highly successful, award winning and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services. If you love working with clients but feel stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you!
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.
Your responsibilities will include:
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
Bachelors 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.
Numbers & Facts
Location
Big Rapids, MI
Job Type
Full-time
Skills
Annuitiesunmatched
Brokerageunmatched
Business Planunmatched
Coachingunmatched
Cold Calling Skillsunmatched
Customer Acquisitionunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Develop and Maintain Customersunmatched
Establish Prioritiesunmatched
Financial Planningunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Investment Managementunmatched
Life Insuranceunmatched
Maintain Complianceunmatched
Regulationsunmatched
Salesunmatched
Securitiesunmatched
Series 6unmatched
Series 65unmatched
Stock Marketunmatched
Team Playerunmatched
Training/Teachingunmatched
Variable Annuitiesunmatched
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