Responsive recruiter

Benefits:

401(k)
401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Relocation bonus
Training & development

Overview

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, we would love to talk to you. At Steve Womack State Farm, we 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.
Active Life & Health License
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**

An equal opportunity employer

We shall always comply with the letter and the spirit of all national, state, and local laws pertaining to employment.

Flexible work from home options available.

Compensation: $70,000.00 - $100,000.00 per year

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Memphis, TN and help customers with their insurance and financial services needs, including:

Auto insurance
Home insurance
Life insurance
Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

(if you already have a resume on Indeed)