Financial Services Representative - State Farm Agent Team Member

Darrick Earegood - State Farm Agent; Big Rapids (MI); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Salary plus commissions

401(k)

Bonuses

Competitive salary

Flexible schedule

Advancement opportunities

Paid time off

Training & development

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationships

Financial planning

Sales & advisory

Team leadership

Communication

Industry knowledge

Education

Bachelor’s degree preferred

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

Life and Health Insurance license preferred

Job description

Benefits

• Salary PLUS Commission/Bonuses
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

Financial Services Representative – State Farm Agent Team Member

Darrick Earegood Agency, a highly successful, award winning and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services. If you love working with clients but feel stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you!

Job Description

As a Financial Services Representative, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact.

Your responsibilities will include:

• 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 at every opportunity.
• Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations.
• Hire a team of junior advisor(s) to work underneath you. You will receive commissions from their sales and have the ability to scale both your salary and variable compensation. The right candidate will transition into VP of Client Acquisition role within 2 years.

Qualifications

• Minimum of 2 years of experience as a Financial Services Representative.
• Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.
• Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.
• Eagerness to learn and grow with the financial services industry.
• Comfortability offering Advisory services, brokerage services, and variable life and annuity products.

Requirements

• Bachelors degree preferred.
• Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC Licenses preferred.
• Licensed in Life and Health Insurance with extensive knowledge of annuities and the life insurance industry preferred.