Future Opening: Financial Services Representative - State Farm Agent Team Member
Full Time • Atlanta, GA
Responsive recruiter
Replies within 24 hours
Benefits:
- 401(k)
- Company parties
- Health insurance
- Opportunity for advancement
- Paid time off
Offices located in either Sandy Springs or Atlanta, GA.
Job Description Overview:
We are not just offering a job but a meaningful career! Come join our passionate team! 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 Cleo Meyer’s State Farm Agency, 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, with guidance and mentoring from a successful career agent.
We are not just offering a job but a meaningful career! Come join our passionate team! 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 Cleo Meyer’s State Farm Agency, 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, 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 Cleo Meyer’s State Farm agency and financial industry regulatory policies.
•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 Cleo Meyer’s State Farm agency and financial industry regulatory policies.
Required Qualifications:
•Bachelor's degree preferred.
•Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.
•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.
•Bachelor's degree preferred.
•Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.
•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**
Compensation: $50,000.00 - $100,000.00 per year
Ready to Launch Your Career?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. We want to work alongside those who are equally committed to excellence and personal achievement. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you want to work in an environment that is fun, challenging, and rewarding, then Cleo Meyer - State Farm Agent may be the right fit for you!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- Our office is located in Atlanta, Ga. We opened the doors to our second location in 2003. .
- I have been a State Farm agent since 2008.
- Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Million Dollar Round Table, and Senior Vice President's Club
Apply now and let us put you on the path to success.
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.
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