Financial Services Advisor - Flexible Schedule & Growth

Darrick Earegood - State Farm Agent; Big Rapids (MI); Presencial; USD 55 000 - 95 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Salary plus commissions

401(k)

Bonuses

Competitive salary

Flexible schedule

Advancement opportunities

Paid time off

Training & development

Resumo da oferta

Darrick Earegood Agency, a State Farm Agent Team Member, seeks a Financial Services Representative to join a high-performing team. You will provide comprehensive financial planning and advice to client households while building lasting client relationships and collaborating with a career agent to scale the practice.

You will educate clients on investment tools, offer holistic financial coaching, and ensure regulatory compliance.

Qualificações

• Minimum of 2 years of experience as a Financial Services Representative.
• Proven ability to acquire clients, build and maintain strong relationships.
• Willingness to learn and grow in the financial services industry.
• Comfort with offering advisory services, brokerage services, and variable life/annuity products.

Responsabilidades

• 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.

Conhecimentos

Client relationships

Financial planning

Sales & advisory

Team leadership

Communication

Industry knowledge

Formação académica

Bachelor’s degree preferred

SIE Exam, Series 6/63, Series 65 and ChFC licenses preferred

Life and Health Insurance license preferred

Descrição da oferta de emprego

Darrick Earegood Agency, a State Farm Agent Team Member, seeks a Financial Services Representative to join a high-performing team. You will provide comprehensive financial planning and advice to client households while building lasting client relationships and collaborating with a career agent to scale the practice.

You will educate clients on investment tools, offer holistic financial coaching, and ensure regulatory compliance.