Wealth & Life Planning Advisor

Anneismyagent; Henderson (KY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Performance bonuses

Paid time off

Ongoing coaching and professional development

Job summary

Anneismyagent in Henderson, Kentucky is seeking a Financial Services Representative to assist clients with their investments, life insurance, and wealth strategies. The ideal candidate will meet with individuals and families to discuss their financial goals and planning needs while offering solutions for protection and growth.

This in-office role involves engaging clients in financial conversations, recommending investment products, and developing strong, ongoing relationships. The position emphasizes a consultative approach and offers a supportive work environment.

Qualifications

• Proven experience in financial services or consultative sales environments.
• Strong ability to engage clients in financial discussions.
• Excellent organizational and self-motivated skills.

Responsibilities

• Meet clients to assess financial goals and protection needs.
• Recommend investment and retirement planning solutions.
• Help evaluate life insurance options for clients.
• Develop new business opportunities through networking.
• Maintain ongoing client relationships with proactive communication.

Skills

Financial services experience

Investment sales

Retirement planning

Life insurance sales

Relationship building

Strong communication

Education

Active Life & Health Insurance License

FINRA Series 6 and 63 licenses

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

Financial Services Representative – Investments, Life Insurance & Wealth Strategies

Anne Boyd State Farm
316 14th St, Henderson, KY 42420
Full-Time | In-Office

About the Role

As a Financial Services Representative, you will meet with individuals, families, and business owners to better understand their financial priorities and help them evaluate options for protection, growth, and long-term planning.

This position focuses on financial services, life insurance, investments, and retirement planning, while also supporting the agency’s full-picture approach to client needs. Because financial protection and risk management often overlap, Property & Casualty licensing is also preferred, and support is available for candidates who need to obtain it.

Licensing & Registration Requirements

Required:

• Active Life & Health Insurance License

• FINRA Series 6 and 63 licenses, or equivalent registrations

Strongly Preferred:

• FINRA Series 65 license

• Experience in financial services, investment sales, retirement planning, or life insurance sales

Additional Requirement:

• Active Property & Casualty license is preferred

• Candidates who do not currently hold a Property & Casualty license must be willing to obtain one with agency support

Core Responsibilities

Client Financial Conversations

Meet with clients to discuss financial goals, protection needs, risk tolerance, current priorities, and future plans.

Retirement & Investment Solutions

Recommend investment products, retirement planning options, and wealth-building strategies based on each client’s situation and objectives.

Life Insurance Strategy

Help clients evaluate life insurance options designed to protect their families, income, businesses, and long-term financial plans.

Business Development

Create new opportunities through referrals, existing client relationships, networking, follow-up, and agency marketing efforts.

Relationship Management

Maintain ongoing client relationships through proactive communication, periodic reviews, consistent follow-up, and professional service.

Compliance & Records

Follow all applicable insurance, securities, and financial services regulations while keeping accurate documentation and client records.

Qualifications

• Experience in financial services, investment sales, retirement planning, life insurance sales, or another consultative sales environment

• Strong ability to build relationships and guide client conversations

• Ability to explain financial topics in a clear, professional, and approachable way

• Goal-oriented mindset with a focus on production, revenue growth, and client outcomes

• Strong communication, presentation, and follow-up skills

• Organized, self-motivated, and comfortable managing client opportunities

• Commitment to providing a professional and positive client experience

What We Offer

• Competitive base compensation plus commission opportunities

• Performance bonuses and production incentives

• Access to an established client base and referral opportunities

• Supportive agency environment with a focus on growth and development

• Ongoing coaching and professional development

• Opportunity to build a long-term financial services practice within a successful State Farm agency

Equal Opportunity Employer
Anne Boyd State Farm is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. We are an equal opportunity employer and value diverse perspectives.