Licensed Financial Advisor: Grow Your Practice

Kraig Streetman - State Farm Agent; Buford (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Paid time off

Training & development

Opportunity for advancement

Job summary

Kraig Streetman - State Farm Agent is seeking a Registered Representative to help build and grow the financial services side of our established insurance agency. This role provides access to a large, established customer base of approximately 10,000 households across our agencies, with company support to develop investments, retirement planning, and other financial services relationships.

You will work alongside agents to identify opportunities, conduct needs-based conversations, and deliver

Qualifications

• Active Series 6 or Series 7 registration and applicable licenses/registrations.
• Experience in financial services, investments, retirement planning, or a related field preferred.
• Strong understanding of investment products and financial markets.
• Consultative sales mindset with the ability to identify and develop opportunities.
• Excellent interpersonal and communication skills.
• Ability to establish trust and develop long-term customer relationships.
• Self-motivated, entrepreneurial, and comfortable working toward production goals.
• Strong organizational skills and attention to detail.
• Commitment to regulatory compliance and professional standards.
• High standards of ethics and professionalism.

Responsibilities

• Develop financial services opportunities within a large existing customer base.
• Conduct needs-based conversations to understand customers' financial goals, priorities, and retirement objectives.
• Educate customers about appropriate investment and financial products and services.
• Identify opportunities related to investments, retirement planning, education savings, and other long-term financial goals.
• Conduct ongoing customer reviews and identify opportunities to strengthen existing financial plans.
• Build and maintain long-term customer relationships through consistent follow-up and service.
• Develop new relationships and grow the financial services practice beyond the agencies' existing customer base.
• Conduct customer presentations and educational conversations on relevant financial topics.
• Maintain accurate documentation and customer records.
• Stay current on financial products, market developments, and applicable regulatory requirements.
• Follow all applicable securities regulations, compliance requirements, and professional standards.

Skills

Series 6/7

Financial services experience

Investment knowledge

Consultative sales

Interpersonal skills

Trust-building

Entrepreneurial

Organizational skills

Regulatory compliance

Ethics and professionalism

Job description

Kraig Streetman - State Farm Agent is seeking a Registered Representative to help build and grow the financial services side of our established insurance agency. This role provides access to a large, established customer base of approximately 10,000 households across our agencies, with company support to develop investments, retirement planning, and other financial services relationships.

You will work alongside agents to identify opportunities, conduct needs-based conversations, and deliver