Registered Representative - State Farm Agent Team Member

Jennifer Herren - State Farm Agent; Burleson (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Paid time off

Signing bonus

Training & development

Vision insurance

Job summary

Jennifer Herren - State Farm Agent in Burleson, Texas is seeking a licensed Registered Representative to join their expanding financial services division. This unique opportunity allows you to leverage an established client base and ongoing referrals from the insurance team. Your role will encompass retirement planning, investment conversations, and helping clients build long-term financial strategies.

The ideal candidate will hold the necessary active securities licenses and possess experience in financial advising or retirement planning. The position offers competitive benefits including health insurance and a collaborative team environment.

Qualifications

• Active securities licenses are required.
• Experience in financial advising or retirement planning.
• Strong relationship-building skills are essential.

Responsibilities

• Engage in retirement planning with clients.
• Conduct investment conversations.
• Help clients build long-term financial strategies.

Skills

Strong relationship-building skills

Financial advising experience

Retirement planning experience

Education

Active securities licenses (Series 6/7, 63/65 or equivalent)

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Signing bonus
• Training & development
• Vision insurance

We are a top 7% State Farm agency expanding our financial services division and looking for a licensed Registered Representative.

This is a unique opportunity to walk into:

• An established client base
• Ongoing referrals from our insurance team
• A system focused on long-term financial planning

This role focuses on:

• Retirement planning
• Investment conversations
• Helping clients build long-term financial strategies

What makes this different:

• You are not starting from zero
• Built-in referral pipeline from existing clients
• Collaborative team environment (not siloed sales)

Requirements:

• Active securities licenses (Series 6/7, 63/65 or equivalent)
• Experience in financial advising or retirement planning
• Strong relationship-building skills

If you’re tired of cold prospecting and want a steady flow of qualified conversations, let’s talk!