Blueprints, Customer Conversion, Fiduciary, Financial Planning, Health Insurance, Insurance, Life Insurance, Menu Management, Rich Internet Application (RIA), Sales, Sales Management, Series 65, Series 7, Training/Teaching, Variable Annuities
- Simple IRA
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Position Overview:
Are you tired of fighting for leads and defending high management fees? We are a high-growth RIA and State Farm agency seeking a "Hunter" to lead our Wealth Strategy. We provide the office, the tech (MoneyGuidePro), and a massive "Warm" funnel of existing Home/Auto/Life clients.
Why Join Us?
- The Edge: Our advisory fees are very competitive, making your "Close" significantly easier. We also partner with Capital Group, Blackrock, Pacific Life and Jackson Life.
- Warm Distribution: You will be introduced during annual reviews to an existing book of State Farm households.
- Proprietary Strategy: We utilize a compliant process to provide tax-efficient generational wealth.
- Scale Your Own Team: Once you hit $10M in AUM, we provide the blueprint for you to hire your own assistant to manage your growth.
Your Role:
- Prospect and convert existing insurance clients into managed wealth clients.
- Conduct financial planning using MoneyGuidePro.
- Maintain a high-velocity pace of $1M in new AUM per month.
- Manage a streamlined menu of 25 compliant portfolios.
Requirements:
- Active Series 65 (or Series 7 with 65 in good standing or an active ChFC designation).
- An active Colorado life insurance license is required within 45 days of hire.
- Proven track record of $5M+ in annual production.
- Expertise in Variable Annuities (Jackson experience a plus).
- A "Sales-First" mindset with a focus on fiduciary duty.
M
Mike Wuest - State Farm Agent