Registered Representative - State Farm Agent Team Member

Mike Ingham - State Farm Agent; Augusta (GA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k)

Health insurance

Dental insurance

Flexible schedule

Paid time off

Training & development

Opportunity for advancement

Bonus based on performance

Profit sharing

Vision insurance

Tuition assistance

Competitive salary

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

Relational Intelligence

Proactive Growth Mindset

Rapid & Precise Decision Making

Influence & Energy

High-Level Communication

Education

Series 6, 63 & 65 license

Job description

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development
• Tuition assistance
• Vision insurance
• Competitive salary

Are you a high-level strategist with a heart for people’s futures?

At Mike Ingham State Farm, our Vision isn’t just about insurance policies—it’s about total financial security for our community. We are looking for a Financial Services & Retirement Specialist who can bridge the gap between aggressive business acquisition and deep, intimate relationship building.

If you are a poised, confident professional who can navigate complex securities products while having meaningful conversations about a family’s dreams and a business owner’s legacy, we want to invest in you.

The Mission of the Financial Services Specialist

You are the agency’s expert on long‑term wealth and retirement strategies. Your mission is two‑fold:

1. Strategic Acquisition: You will proactively market to individuals and businesses, identifying opportunities for personal and company‑level retirement plans (401ks, IRAs, and more).
2. Holistic Stewardship: You will serve our existing investment clients through meticulous reviews and adjustments, while also identifying cross‑sell opportunities within our deep roster of insurance clients who don’t yet have their investments with us.

What This Role Requires

• Relational Intelligence: You must have the acumen to lead "kitchen table" or "boardroom" conversations. You can move seamlessly from a technical discussion about securities to a heartfelt talk about a client’s retirement goals.
• Proactive Growth Mindset: Like a hunter, you will engage in outside marketing to grow our assets under management. You don’t wait for the phone to ring; you create opportunities.
• Rapid & Precise Decision Making: In the world of securities, conditions change quickly. You must be comfortable making confident recommendations based on market data and the client’s best interest.
• Influence & Energy: You are a motivator. You help clients overcome the "procrastination" of retirement planning by communicating with conviction and authority.

Who You Are (Our Ideal "A Player")

• Poised & Professional: You carry yourself with the authority of an expert. You are comfortable navigating conflict, addressing market volatility, and challenging the status quo to get better results for your clients.
• Goal‑Oriented Generalist: You focus on the "Big Picture" strategy of a client’s financial life. You are self‑reliant and thrive when given the agency to set your own priorities and objectives.
• High‑Level Communicator: You tailor your message perfectly. You can explain complex financial concepts simply and empathetically, ensuring the client feels heard and understood.
• Venturesome Nature: You aren't afraid of "The Ask." You are comfortable with the risk and reward of a sales‑driven role where your results directly impact the agency’s growth.

Why Mike Ingham State Farm

We offer a high‑performance platform for financial professionals who want to lead.

• Warm Lead Access: You aren't starting from zero. You will have access to our existing insurance client base to identify untapped investment needs.
• Vision‑Driven Culture: You will work in an environment that values your independence and your expertise.
• Professional Agency: We provide the brand and the systems; you provide the relational depth and the drive to win.

How to Apply (Our 8‑Step Selection Process)

Because this role involves the financial futures of our clients, our hiring process is rigorous. The initial steps are:

1. Submit your resume.
2. The Video Intro: Send us a 2–3 minute video. Tell us about a time you helped someone realize a dream, and why you are the right person to lead our Financial Services division.
3. The Deep Dive: We use the Predictive Index and intensive interviews to ensure your natural behavioral traits align with the high‑stakes world of securities and retirement.

Qualifications

• Series 6, 63 & 65 license and other relevant certifications.