Securities Licensed Sales Team Member

RealREPP; Memphis (TN); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

PTO

ROTH 401(k) match

Health Reimbursement Account

Life Insurance

Job summary

State Farm independent contractor agent is seeking an ambitious financial advisor to deliver comprehensive planning and wealth management services to existing client households. This role combines a permanent base salary with commission incentives, backed by Wealth Academy Training and partnerships with major fund providers.

Qualified candidates should have securities licenses (SIE/Series 66/63/65), a minimum of 2 years in financial services, and the ability to work in an office-centric

Qualifications

• Bachelor's degree preferred.
• Licensing in securities is required.
• Experience in financial services and client onboarding is expected.

Responsibilities

• Offer comprehensive financial planning and advice to existing State Farm customer households.
• Partner with a career agent to develop a business plan and deliver client service.
• Maintain and grow client relationships through active communication and timely requests.
• Demonstrate understanding of financial markets and sound business judgment.
• Uphold integrity and act in the best interest of clients at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs beyond investments and ensure regulatory compliance.

Skills

Client acquisition

Relationship management

Financial planning

Excellent communication

Education

SIE, Series 66, Series 63, Series 65 licenses

Job description

• $48K base salary + commission/incentive compensation (easy six figures)
• Unlimited income potential
  
• ROTH 401(k) match Savings Plan
• Health Reimbursement Account and Life Insurance
  

Midtown and Southaven Locations

Compensation

• $48K base salary + commission/incentive compensation (easy six figures)
• Unlimited income potential
  

Competitive Benefits, Including

• Accrued Paid Time Off (PTO)
• ROTH 401(k) match Savings Plan
• Health Reimbursement Account and Life Insurance
  

Location:

In Office:

Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of their work environment.

Overview

Job Description

They are not just offering a job but a meaningful career! Come join their passionate team!

If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned-based role, they would love to talk to you. At State Farm, they have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, Partnerships with Jackson, Pacific Life, and US Bank with guidance and mentoring from a successful career agent.

Responsibilities

• Offer comprehensive financial planning and advice to existing State Farm customer households.
• Partnering and mentoring with a career agent in developing a business plan and delivering against a client service model.
• Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Understand and ensure business adherence with agency and financial industry regulatory policies.
  

Required Qualifications

• Bachelor's degree preferred.
• Active Securities Industry Essentials (SIE) Exam, Series 66 and Series 63, and Series 65 licenses.
• Minimum of 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity**
  

Join State Farm Insurance!

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.

Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

State Farm agents are independent contractors who hire their own employees.

State Farm agents’ employees are not employees of State Farm.

They hire the best employees to serve their customers, making them a leader in the insurance and financial services industry.

They embrace diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture.

They offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance.

Their employees have an opportunity to participate in volunteer events within the community and engage in a learning culture.

They offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more!

• We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.*