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Registered Representative - State Farm Agent Team Member

Mike Ingham - State Farm Agent

Augusta, GA

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JOB DETAILS
SKILLS
Acquisition Strategy, Asset Management, Communication Skills, Cross-Selling, Customer Support/Service, Dental Insurance, Establish Priorities, Financial Services, Futures, Health Insurance, Insurance, Marketing, Mergers and Acquisitions, Needs Assessment, Retirement Planning, Risk, Sales, Sales Prospecting, Securities, Series 6, Stewardship, Training/Teaching, Tuition Fees, Vision Plan
LOCATION
Augusta, GA
POSTED
30+ days ago
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Profit sharing
  • Training & development
  • Tuition assistance
  • Vision insurance
  • Competitive salary

Are you a high-level strategist with a heart for people’s futures?


At Mike Ingham State Farm, our Vision isn't just about insurance policies—it’s about total financial security for our community. We are looking for a Financial Services & Retirement Specialist who can bridge the gap between aggressive business acquisition and deep, intimate relationship building.


If you are a poised, confident professional who can navigate complex securities products while having meaningful conversations about a family’s dreams and a business owner’s legacy, we want to invest in you.



The Mission of the Financial Services Specialist


You are the agency’s expert on long-term wealth and retirement strategies. Your mission is two-fold:


  1. Strategic Acquisition: You will proactively market to individuals and businesses, identifying opportunities for personal and company-level retirement plans (401ks, IRAs, and more).

  2. Holistic Stewardship: You will serve our existing investment clients through meticulous reviews and adjustments, while also identifying cross-sell opportunities within our deep roster of insurance clients who don’t yet have their investments with us.

What This Role Requires:


  • Relational Intelligence: You must have the acumen to lead "kitchen table" or "boardroom" conversations. You can move seamlessly from a technical discussion about securities to a heartfelt talk about a client’s retirement goals.

  • Proactive Growth Mindset: Like a hunter, you will engage in outside marketing to grow our assets under management. You don’t wait for the phone to ring; you create opportunities.

  • Rapid & Precise Decision Making: In the world of securities, conditions change quickly. You must be comfortable making confident recommendations based on market data and the client’s best interest.

  • Influence & Energy: You are a motivator. You help clients overcome the "procrastination" of retirement planning by communicating with conviction and authority.

Who You Are (Our Ideal "A Player"):


  • Poised & Professional: You carry yourself with the authority of an expert. You are comfortable navigating conflict, addressing market volatility, and challenging the status quo to get better results for your clients.

  • Goal-Oriented Generalist: You focus on the "Big Picture" strategy of a client’s financial life. You are self-reliant and thrive when given the agency to set your own priorities and objectives.

  • High-Level Communicator: You tailor your message perfectly. You can explain complex financial concepts simply and empathetically, ensuring the client feels heard and understood.

  • Venturesome Nature: You aren't afraid of "The Ask." You are comfortable with the risk and reward of a sales-driven role where your results directly impact the agency’s growth.

Why Mike Ingham State Farm?


We offer a high-performance platform for financial professionals who want to lead.


  • Warm Lead Access: You aren't starting from zero. You will have access to our existing insurance client base to identify untapped investment needs.

  • Vision-Driven Culture: You will work in an environment that values your independence and your expertise.

  • Professional Agency: We provide the brand and the systems; you provide the relational depth and the drive to win.

How to Apply (Our 8-Step Selection Process)


Because this role involves the financial futures of our clients, our hiring process is rigorous. The initial steps are:


  1. Submit your resume.

  2. The Video Intro: Send us a 2–3 minute video. Tell us about a time you helped someone realize a dream, and why you are the right person to lead our Financial Services division.

  3. The Deep Dive: We use the Predictive Index and intensive interviews to ensure your natural behavioral traits align with the high-stakes world of securities and retirement.

QUALIFICATIONS:
  • Series 6, 63 & 65 license and other relevant certifications.

About the Company

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Mike Ingham - State Farm Agent