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Financial Services Representative - State Farm Agent Team Member

Chris Buich - State Farm Agent
  • Santa Cruz, CA
  • $80,000–$120,000 Per Year
  • Full-time
25 days ago

Job Description

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

Location: Santa Cruz CA
Reports To: Agency Director / Agent
Pay: Base = $80-$120k, Total Comp = $175-$250k 

Position Summary:
As a Senior Financial Consultant / Client Advisor, you will leverage your extensive industry experience and securities licensing to provide comprehensive financial planning and wealth management solutions to a portfolio of qualified clients. Your focus will be on deepening client relationships, delivering tailored advice, and driving revenue growth through appointment-based engagements. You will collaborate closely with lead generation specialists to convert warm leads into satisfied, loyal clients.


Key Responsibilities:
  • Conduct thorough financial needs assessments and develop customized strategies encompassing investments, retirement planning, insurance, and other financial products.
  • Provide ongoing portfolio management, performance reviews, and proactive financial advice to help clients achieve their goals.
  • Partner with lead generation and marketing teams to prioritize and convert warm leads and scheduled appointments.
  • Cross-sell and up-sell US Bank’s financial services to increase wallet share within the client base.
  • Ensure compliance with all regulatory requirements and internal policies in all client interactions.
  • Mentor and support junior advisors or team members on product knowledge and client engagement best practices.
  • Maintain accurate and timely documentation of client interactions and financial plans within the CRM system.
Qualifications:
  • Minimum 10+ years of financial services experience with proven success in client advisory roles.
  • Fully licensed, including securities licenses (e.g., Series 6, 7, 63, or 65).
  • Strong relationship management and communication skills.
  • Ability to work effectively with cross-functional teams (lead generation, marketing, compliance).
  • Proficient with financial planning software and CRM tools.
  • Commitment to delivering exceptional client service and maintaining high ethical standards.
Compensation:
  • Competitive base salary commensurate with experience.
  • Performance-based bonus tied to revenue growth, client retention, and referrals.
  • Commissions on sales of investment and insurance products.
  • Additional incentives for successful conversion of qualified appointments.
Performance Metrics / KPIs
  • Metric | Target / Expectation | Notes | Revenue Production - Achieve or exceed target in annual revenue, includes fees and commissions
  • Client Retention Rate - Maintain 90%+ retention of assigned clients, measure repeat business & loyalty
  • Lead Conversion Rate - Convert 40-50% of qualified appointments, track lead-to-client conversion
  • Client Satisfaction - Achieve 90%+ positive feedback (surveys)
  • Cross-Sell Ratio - Increase wallet share by selling multiple products
  • Compliance & Documentation - 100% adherence to regulatory and internal policies
  • Mentoring/Team Contribution - Participate in quarterly mentoring or training sessions

Numbers & Facts

LocationSanta Cruz, CA
Job TypeFull-time
Salary$80,000–$120,000 Per Year

Skills

  • Best Practicesunmatched
  • Calendar Managementunmatched
  • Communication Skillsunmatched
  • Cross-Functionalunmatched
  • Cross-Sellingunmatched
  • Customer Conversionunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM) Systemsunmatched
  • Customer Retention/Renewalunmatched
  • Customer Satisfactionunmatched
  • Customer Support/Serviceunmatched
  • Documentationunmatched
  • Establish Prioritiesunmatched
  • Exceeded Sales Goalunmatched
  • Finance Softwareunmatched
  • Financial Analysisunmatched
  • Financial Planningunmatched
  • Financial Servicesunmatched
  • Insuranceunmatched
  • Insurance Salesunmatched
  • Investment Managementunmatched
  • Investment Strategyunmatched
  • Lead Generationunmatched
  • Licensingunmatched
  • Maintain Complianceunmatched
  • Marketingunmatched
  • Mentoringunmatched
  • Metricsunmatched
  • Needs Assessmentunmatched
  • Performance Metricsunmatched
  • Performance Reviewsunmatched
  • Regulatory Complianceunmatched
  • Regulatory Requirementsunmatched
  • Relationship Managementunmatched
  • Retirement Planningunmatched
  • Revenue Growthunmatched
  • Salesunmatched
  • Sales Managementunmatched
  • Securitiesunmatched
  • Series 6unmatched
  • Strategic Planningunmatched
  • Team Lead/Managerunmatched
  • Time Managementunmatched
  • Training/Teachingunmatched
  • Up-Sellingunmatched
  • Wealth Managementunmatched
  • Website Conversionunmatched

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