Financial Services & Retirement Specialist — Grow Client Impact

Mike Ingham State Farm; Augusta (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Profit sharing

Training & development

Tuition assistance

Vision insurance

Competitive salary

Job summary

Mike Ingham State Farm seeks a Financial Services & Retirement Specialist to bridge aggressive business acquisition with deep, personal client relationships. You will market retirement plans (401(k)s, IRAs) to individuals and businesses while serving existing investment clients.

This role rewards a poised, confident professional who can discuss securities and families’ retirement dreams, with a strong emphasis on growth, cross-selling within our insured client base, and building lasting

Qualifications

• Must hold FINRA licenses Series 6, 63 & 65.
• Strong ability to discuss investments and retirement planning with clients.
• Proven track record in proactive client acquisition and cross-selling within existing book.

Responsibilities

• Strategic acquisition: market to individuals and businesses for retirement plans.
• Holistic stewardship: review client investments and identify cross-sell opportunities with insurance clients.

Skills

Relational skills

Sales mindset

Communication

Leadership

Education

Series 6

Series 63

Series 65

Job description

Mike Ingham State Farm seeks a Financial Services & Retirement Specialist to bridge aggressive business acquisition with deep, personal client relationships. You will market retirement plans (401(k)s, IRAs) to individuals and businesses while serving existing investment clients.

This role rewards a poised, confident professional who can discuss securities and families’ retirement dreams, with a strong emphasis on growth, cross-selling within our insured client base, and building lasting