Entry-Level Financial Services Representative

Jason Hobbs - State Farm Agent; Huntington Beach (CA); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Jason Hobbs - State Farm Agent in Huntington Beach seeks a motivated, personable professional to join our team as a newly licensed or early-career Registered Representative. You will develop client relationships, schedule financial reviews, and manage an appointment pipeline while learning to grow into a broader financial-services role.

Ideal candidates will hold securities licenses or be in the process to obtain them, excel at phone-based client engagement, and maintain high integrity and

Qualifications

• Series 6/63/65 or SIE licenses preferred
• SIE, Series 6/63/65, and other relevant certifications
• Strong knowledge of investment products and financial markets.
• Communication and customer service skills.
• Ability to build and maintain customers relationships.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.

Responsibilities

• Proactively contacting existing clients and prospects to schedule financial reviews and appointments
• Managing and maintaining the Agent’s calendar and appointment pipeline
• Following up with clients on investment, retirement, life insurance, and financial-services opportunities
• Assisting with preparation and follow-up for client meetings
• Helping identify additional financial needs within our existing client base
• Providing excellent client service by phone, email, and virtual meetings
• Tracking opportunities and ensuring follow-up items are completed

Skills

Excellent telephone skills

Interpersonal skills

Proactive outbound calls

Organized & dependable

Attention to detail

Communication & customer service

Education

Series 6/63/65 or SIE licenses

SIE and related certifications

Tools

Financial software tools

Job description

Jason Hobbs - State Farm Agent in Huntington Beach seeks a motivated, personable professional to join our team as a newly licensed or early-career Registered Representative. You will develop client relationships, schedule financial reviews, and manage an appointment pipeline while learning to grow into a broader financial-services role.

Ideal candidates will hold securities licenses or be in the process to obtain them, excel at phone-based client engagement, and maintain high integrity and