What are the responsibilities and job description for the Securities Licensed Sales Team Member position at RealREPP?
Midtown and Southaven Locations
Compensation
In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of their work environment.
Overview
Job Description
They are not just offering a job but a meaningful career! Come join their 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, they would love to talk to you. At State Farm, they 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
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.
Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
State Farm agents are independent contractors who hire their own employees.
State Farm agents’ employees are not employees of State Farm.
They hire the best employees to serve their customers, making them a leader in the insurance and financial services industry.
They embrace diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture.
They offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance.
Their employees have an opportunity to participate in volunteer events within the community and engage in a learning culture.
They offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more!
Please send resumes to: JessicaVanEyck@RealREPP.com
Compensation
- $48K base salary commission/incentive compensation (easy six figures)
- Unlimited income potential
- Accrued Paid Time Off (PTO)
- ROTH 401(k) match Savings Plan
- Health Reimbursement Account and Life Insurance
In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of their work environment.
Overview
Job Description
They are not just offering a job but a meaningful career! Come join their 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, they would love to talk to you. At State Farm, they 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.
- Bachelor's degree preferred.
- Active Securities Industry Essentials (SIE) Exam, Series 66 and 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**
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.
Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
State Farm agents are independent contractors who hire their own employees.
State Farm agents’ employees are not employees of State Farm.
They hire the best employees to serve their customers, making them a leader in the insurance and financial services industry.
They embrace diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture.
They offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance.
Their employees have an opportunity to participate in volunteer events within the community and engage in a learning culture.
They offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more!
Please send resumes to: JessicaVanEyck@RealREPP.com
- We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.*
Salary : $48,000