Benefits:- Bonus based on performance
- Opportunity for advancement
- Paid time off
- Training & development
- Competitive salary
- Flexible schedule
- Health insurance
ABOUT OUR AGENCY:
Our agency opened in 2021 and has grown into a close-knit team of six who are focused on growth, integrity, and supporting one another. Before becoming an agent, I worked as an accountant and later as a State Farm team member, which gave me a strong foundation in both the financial and customer service sides of the business.
I’m married, love sports, and our office pup, Peaches, helps keep the environment fun and welcoming. Creating a positive place to work is important to me, and I believe people do their best when they feel supported and valued.
We offer professional and personal mentorship, goal-setting support, and weekly cash promotions. Our team also enjoys quarterly outings, team-building events, and occasional lunches together. We focus on understanding the unique needs of each team member and helping them grow in their careers. Benefits include health coverage, licensing paid up front, and a strong emphasis on work-life balance.
Our culture is vibrant, positive, and growth-minded. We value integrity, teamwork, and continuous improvement. Our motto is simple: where you start is not where you end—we want you to come here and get better. If you’re motivated, team-oriented, and ready to grow, this could be a great place to build your career.
ROLE DESCRIPTION:
As a financial services representative you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS:- 2+ years of experience in financial services preferred.
- Analytical and communication skills.
- FINRA Series 7 and 63 licenses.
WHAT WE OFFER:- Competitive base salary plus commission and bonuses
- Professional development and training opportunities
- A positive and supportive team environment
- Growth opportunities