Financial Services Representative (retirement planning)

Jurs Insurance and Financial Services, Inc.; Carmel (IN); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Flexible hours

Comprehensive on-the-job training

Base plus commission plan

Growth potential

Job summary

A local insurance agency in Carmel, Indiana, is seeking a Financial Services Representative focused on retirement planning. In this role, you will help clients assess their financial needs, offer insurance solutions, and provide exceptional customer service. The ideal candidate is driven, has high integrity, and is willing to obtain a Life & Health Insurance License. With competitive compensation and comprehensive training, this role offers significant growth potential within the agency as you develop your career in financial services.

Qualifications

• Must have or be willing to obtain IN Life & Health Insurance License.
• Must be willing to learn and use a needs-based selling system.
• High level of integrity is crucial.

Responsibilities

• Prospect and service new and existing financial service business.

Skills

Customer service

Sales strategies

Financial planning

Integrity

Job description

Financial Services Representative (retirement planning)

Join to apply for the Financial Services Representative (retirement planning) role at Jurs Insurance and Financial Services, Inc.

Are you driven by a highly competitive compensation structure, while serving your community and helping others? Are you driven by a highly competitive compensation structure, while serving your community and helping others? Is securing your financial independence and inspiring others to do the same important to you? Are you a competitive person who loves to win? Whether you are new to insurance sales or an experienced financial professional looking to accelerate your career, joining Adam Jurs State Farm at one of our two locations in Carmel, or Greenfield, will help you start the career you deserve. Make a difference in your community by guiding people through their retirement needs and situations. In this role, you will assess clients' financial needs, provide life and health insurance recommendations, and deliver exceptional customer service. This role is not like the others. You will learn from one of the top Agents in the Country and will be given all of the tools needed to be successful. Your compensation will be based on your performance. Leads will be given, as well as we will teach you how to prospect appropriately, with no gimmicks or 'buy your own leads'!

1st year: $65,000 - $85,000

3rd year: $85,000 - $125,000

5th year: $150k+

Requirements

• Simple IRA 401K Salary plus commission/bonus
• Health benefits
• Paid time off (vacation and personal/sick days)
• Flexible hours
• Comprehensive on-the-job training
• Get paid to learn
• Base plus commission plan
• Growth potential/Opportunity for advancement within my agency

Responsibilities

• Prospect, acquire, service and develop existing and new financial service business

Qualifications

• Must be willing, or already have obtained your IN Life & Health Insurance License.
• Licensing for new Industry hires will be paid for.
• Must be willing to learn our proven needs-based system and sell with the utmost integrity at all times.

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.