Full Time Registered Rep (retirement planning)

Insurewithjurs; Carmel (IN); On-site; USD 60,000 - 140,000; Full time

Benefits offered by this job

Compensation range of $60,000-$140,000

401(k) match

Comprehensive benefits package

Access to large books of customers

Mentorship from career agents

Job summary

A respected financial services firm in Indiana is seeking a Financial Services Representative to provide comprehensive financial planning and advice to clients. The role requires a minimum of 3 years of experience in the financial services industry and a passion for helping clients achieve their goals. This position offers a competitive compensation package, including base salary, commission, and bonuses, along with a comprehensive benefits package. Join a dynamic team dedicated to transforming financial advising and making a meaningful impact.

Qualifications

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

Responsibilities

• Provide comprehensive financial planning and advice to clients.
• Partner with a career agent to develop business plans.
• Educate clients on tools and resources for investment management.

Skills

Client relationship building

Financial planning

Knowledge of financial markets

Business judgment

Education

Bachelor's degree preferred

Tools

Securities Industry Essentials (SIE) Exam

Series 6 and/or 63, Series 65 and/or ChFC Licenses

Job description

Description

Jurs Insurance and Financial Services, Inc., a highly successful 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!

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.

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:

1. Provide comprehensive financial planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support.
2. Partner with and learn from a career agent to develop a business plan and implement a client service model effectively.
3. Exhibit expertise in financial markets, sound business judgment, and unwavering integrity to prioritize clients’ best interests at every opportunity.
4. Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations.

Perks for Financial Services Representative

• 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.

Qualifications

1. Minimum of 3 years of experience as a Financial Services Representative.
2. Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.
3. Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.
4. Eagerness to learn and grow with the financial services industry.
5. Bachelor's degree preferred.
6. Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC Licenses preferred.
7. 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.