Financial Services & Retirement Specialist — Flexible Growth
Mike Ingham - State Farm Agent
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Benefits offered by this job
Job summary
Mike Ingham - State Farm Agent is seeking a Financial Services & Retirement Specialist in Augusta, Georgia. This role focuses on strategic acquisition and holistic stewardship for clients' retirement plans. Ideal candidates will have strong relational intelligence and a proactive approach to business acquisition.
With a comprehensive benefits package including health insurance, 401(k), and opportunities for advancement, this position is perfect for motivated professionals eager to drive success.
The ideal candidate holds Series 6, 63 & 65 licenses and has experience in financial services.
Qualifications
- Must have Series 6, 63 & 65 licenses and other relevant certifications.
- Able to lead discussions about securities and client retirement goals.
- Experience in proactive marketing and business acquisition.
Responsibilities
- Market to individuals and businesses for retirement plans.
- Serve existing investment clients through reviews and adjustments.
- Identify cross-sell opportunities within the insurance client base.
Skills
Education
Job description
Mike Ingham - State Farm Agent is seeking a Financial Services & Retirement Specialist in Augusta, Georgia. This role focuses on strategic acquisition and holistic stewardship for clients' retirement plans. Ideal candidates will have strong relational intelligence and a proactive approach to business acquisition.
With a comprehensive benefits package including health insurance, 401(k), and opportunities for advancement, this position is perfect for motivated professionals eager to drive success.
The ideal candidate holds Series 6, 63 & 65 licenses and has experience in financial services.
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