Securities Licensed Sales Team Member

RealREPP; Southaven (MS); On-site; USD 43,200 - 52,800; Full time

Benefits offered by this job

PTO

ROTH 401(k) match

Health Reimbursement Account

Life Insurance

Job summary

State Farm is seeking an ambitious securities-licensed financial advisor to provide comprehensive financial planning to existing client households. This role offers a permanent base salary, a book of customer households, Wealth Academy Training, and access to branded products with mentoring from a career agent.

The position emphasizes working with clients in an office-based environment, collaboration with partners, and adherence to financial industry policies.

Qualifications

• Bachelor’s degree preferred.
• Active SIE, Series 66, Series 63, and Series 65 licenses.
• Minimum of 2 years in a Financial Advisor role or equivalent.
• Eligible to work in the U.S. without employer sponsorship.

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 enhance relationships through active communication, processing requests, and documentation.

Skills

Client acquisition

Client relationship management

Partnership development

Education

Bachelor's degree preferred

Job description

Compensation

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

Benefits

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

Location

Midtown and Southaven Locations

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

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 commission‑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, and 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.
• Partner and mentor 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, processing customer requests, resolving inquiries, providing guidance, and ensuring 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.

Employment Type

This position is an independent contractor role.

Equal Opportunity Employer

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.*