Registered Representative - State Farm Agent Team Member

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

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

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

• Strategic Acquisition: You will proactively market to individuals and businesses, identifying opportunities for personal and company-level retirement plans (401ks, IRAs, and more).
• 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?

• 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.

QUALIFICATIONS:

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