Financial Services Representative - State Farm Agent Team Member

Insurecadillac; Cadillac (MI); On-site; USD 50,000 - 140,000; Full time

Benefits offered by this job

401(k)

Paid time off

Flexible schedule

Training & development

Bonus based on performance

Job summary

A financial services firm in Cadillac, MI, is seeking a Financial Services Representative to provide financial planning and enhance client relationships. The ideal candidate has at least 2 years of experience, a passion for helping clients, and the ability to build strong relationships. Competitive compensation ranges from $50,000 to $140,000 annually, with potential bonuses based on performance and opportunities for career advancement.

Qualifications

• Minimum of 2 years of experience as a Financial Services Representative.
• Proven success in acquiring clients and maintaining strong client relationships.
• Comfortability offering advisory services and brokerage services.

Responsibilities

• Provide comprehensive financial planning and advice to clients.
• Partner with a career agent to develop a business plan.
• Educate clients about investment tools and resources.

Skills

Client acquisition

Relationship management

Financial planning

Communication

Team collaboration

Education

Bachelor’s degree

Job description

Financial Services Representative – State Farm Agent Team Member

Full Time in Cadillac, MI

Benefits

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

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.

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 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

• Bachelor’s 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.

Compensation

$50,000.00 - $140,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents/employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.