Registered Representative - State Farm Agent Team Member

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Profit sharing
• Training & development
• Vision insurance

**This role requires you to have your securities license - if you want to apply for a traditional insurance sales role within our organization, please apply for the remote Account Manager role or the in-person Business Development role.

ROLE DESCRIPTION:

As a with , you'll lead our investment planning team and serve as the trusted advisor our customers turn to for the decisions that shape their financial future. This is a relationship-driven, consultative role: you'll meet with individuals and families, understand where they want to go, and build the strategy that get them there.


You bring deep product knowledge and the licensing to back it up, but what sets you apart is your ability to translate complexity into clarity—helping customers feel confident, informed, and cared for at every step. As the leader of this department, you'll set the standard for how financial planning is done at our agency and have a direct hand in growing it.


WHAT WE BRING:

• Roughly 10,000 existing State Farm households to farm for investment and protection opportunities—warm relationships, not cold leads.
• A dedicated telemarketer who sets qualified appointments directly on your calendar, so you spend your time advising, not prospecting.
• Comprehensive training on products, systems, and processes to set you up for success from day one.
• Dedicated wholesalers on call to support you with product questions and case design.

WHAT YOU'LL DO:

• Meet with customers to conduct thorough financial needs analyses and design strategies built around their goals.
• Recommend and place investment products, variable products, life insurance, disability coverage, and related solutions.
• Manage customer relationships and provide proactive, ongoing guidance as their needs evolve.
• Build and lead the investment planning function—setting process, standards, and growth direction.
• Stay ahead of market trends, product changes, and regulatory developments.
• Deliver presentations that build trust and generate opportunity.
• Maintain meticulous records and ensure full compliance with all industry regulations.

WHAT YOU BRING:

• Do not apply unless you have an active Series 6 or 7 license, Series 63 (Series 65 a plus), plus applicable state life, health, and variable products license.
• Proven experience advising clients on investment and insurance products - this is not an entry-level role.
• Drive to exceed the goals set for you and build a substantial book of business quickly - intrinsically motivated
• A consultative, goals-first approach and a track record of building strong referral bases. 
• Strong analytical skills and genuine fluency with financial products and markets.
• Excellent communication skills and the ability to make complex topics simple.
• High ethical standards, professionalism, and a commitment to acting in the customer's best interest.

This is a remote position.