Full Time Registered Rep (retirement planning)

Jurs Insurance and Financial Services, Inc.; Carmel (IN); Hybrid; USD 60,000 - 140,000; Full time

Benefits offered by this job

401(k) match

Comprehensive benefits package

Production bonuses

Learning and fun culture

Wealth Academy training and mentorship

Job summary

A financial services company is seeking a Full Time Registered Rep specializing in retirement planning. The ideal candidate will have a minimum of 3 years of experience in the Financial Services industry and a passion for helping clients achieve their financial goals. Responsibilities include offering financial planning, maintaining client relationships, and educating clients on financial tools. The compensation for the first year ranges from $60,000 to $140,000, alongside a comprehensive benefits package and opportunities for growth.

Qualifications

• Minimum of 3 years of experience as a Financial Services Representative.
• Proven success in acquiring clients and building strong relationships.
• Enthusiastic self-motivated professional with passion for client service.

Responsibilities

• Provide comprehensive financial planning and advice to clients.
• Maintain and enhance client relationships through effective communication.
• Educate clients on available tools and resources for managing investments.

Skills

Client relationship management

Financial planning

Communication

Integrity

Financial coaching

Education

Bachelor's degree preferred

Job description

Full Time Registered Rep (retirement planning)

Join to apply for the Full Time Registered Rep (retirement planning) role at Jurs Insurance and Financial Services, Inc.

We are 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!

We are looking for the right candidate to work within our two separate locations (Carmel and Greenfield). Qualified candidates must possess a desire to serve others, have a minimum of 3 years of experience in the Financial Services industry, and be willing to work primarily around these locations and a home office.

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.

Perks

• The first year’s compensation is expected to range between $60,000-$140,000 (including base, commission, and production bonuses) with upward earning potential over time.
• Comprehensive benefits package, including 401(k) match, medical, dental, vision, supplemental insurance stipend, Life Insurance and Accrued Paid Time Off (PTO).
• Volunteer events within the community and engage in a learning and fun culture.
• Access to (4) large books of customer households and top-tier Wealth Academy training with mentorship from successful career agents.
• A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace.

Requirements

• Minimum of 3 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.
• 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.
• 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.