Registered Representative - State Farm Agent Team Member

Insuredwithingham

Georgia

On-site

USD 80,000 - 120,000

Full time

14 days+
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Benefits offered by this job

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

Job summary

A leading financial services firm in Augusta, GA is seeking a Financial Services & Retirement Specialist. The role involves strategic acquisition of retirement plans and holistic stewardship of client investments. Candidates should possess Series 6, 63 & 65 licenses, with strong skills in relational intelligence, proactive growth mindset, and high-level communication. A robust compensation package of $80,000 - $120,000 per year is offered along with exceptional benefits.

Qualifications

  • Must possess Series 6, 63 & 65 licenses and other relevant certifications.
  • Expertise in securities and retirement planning.
  • Proven ability to lead meaningful conversations.

Responsibilities

  • Proactively market to individuals and businesses for retirement plans.
  • Conduct meticulous reviews for existing investment clients.
  • Identify cross-sell opportunities for insurance clients.

Skills

Relational Intelligence
Proactive Growth Mindset
Rapid & Precise Decision Making
Influence & Energy
High-Level Communication

Education

Series 6, 63 & 65 licenses

Job description

Registered Representative - State Farm Agent Team Member

Full Time in Augusta - GA

Benefits

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

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 business development and 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:

  • Strategic Acquisition You will proactively market to individuals and businesses, identifying opportunities for personal and company-level retirement plans (e.g., 401(k)s, 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 lead conversations from technical discussions about securities to heartfelt talks about retirement goals.
  • Proactive Growth Mindset You will engage in outside marketing to grow assets under management; you don’t wait for the phone to ring.
  • Rapid & Precise Decision Making You must be comfortable making confident recommendations based on market data and client best interests.
  • Influence & Energy You are a motivator who helps clients overcome procrastination in retirement planning.
Who You Are (Our Ideal “A Player”)
  • Poised & Professional You carry yourself with the authority of an expert and navigate conflict and volatility to get better results for clients.
  • Goal-Oriented Generalist You focus on the big picture of a client’s financial life and thrive when given autonomy.
  • High-Level Communicator You tailor your message and explain complex concepts simply and empathetically.
  • Venturesome Nature You are comfortable with the risk and reward of a sales-driven role where results drive growth.
Why Mike Ingham State Farm?

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

  • Warm Lead Access Access to our existing client base to identify untapped investment needs.
  • Vision-Driven Culture An environment that values independence and expertise.
  • Professional Agency We provide the brand and systems; you provide the relational depth and 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:

  • The Video Intro Submit a 2–3 minute video explaining a time you helped someone realize a dream and why you are the right person to lead our Financial Services division.
  • The Deep Dive We use the Predictive Index and intensive interviews to ensure your behavioral traits align with the high-stakes world of securities and retirement.
Qualifications
  • Series 6, 63 & 65 licenses and other relevant certifications.

Compensation $80,000.00 - $120,000.00 per year

Join a community of good neighbors

Make a difference in your community every day. Gain confidence and grow your dream career. Earn benefits and rewards that are second to none.

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