Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• 401(k) matching
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

Job Title: Financial Advisor Financial Planning Services
Location: Eastern North Carolina (Roanoke Rapids, Rocky Mount, Greenville, New Bern, Goldsboro)
Employment Type: Full-Time

Position Overview:
Bring your talent for connecting with clients and your financial planning expertise to our Team! Over the past 15 yrs we have grown to serve the insurance needs of over 10,000 Eastern North Carolinians, and as we look to the future, we aim to expand our offering to include a comprehensive suite of Financial Services Products. As the lone Financial Planner on our Team, you will have exclusive access to call upon these customers to schedule in-person meetings to assist them with their planning goals at any of our 5 locations including Greenville, New Bern, Goldsboro, Rocky Mount, and Roanoke Rapids.

Unlike traditional brokerage houses, we are not solely focused on assets under management. We view this position as an opportunity to provide a value that exceeds revenue, and we aim to provide as many clients as possible a plan towards financial peace and wellbeing. As such, your goals will focus as much on serving as selling.

We are not only offering tremendous security for you through a substantial base salary, but extremely achievable bonus opportunities to help you reach a fantastic total income in a rewarding position. Come partner with us and find your forever home today!

Expectations
We are seeking a licensed Registered Representative with 1-5 years of experience to join our Team. In this role, you will market financial planning services to our existing customer base, and deliver personalized solutions through our industry-leading affiliates including BlackRock, American Funds, Jackson National, Pacific Life, and State Farm.

Key Responsibilities:

• Proactively reach out to current insurance customers to help them develop actionable plans to succeed in retirement
• Develop customized financial plans tailored to clients unique needs using tools and products from our trusted affiliates
• Travel regularly between our offices in Roanoke Rapids, Rocky Mount, Greenville, Goldsboro and New Bern to conduct in-person appointments
• Maintain compliance with all licensing and regulatory requirements
• Build and nurture strong client relationships to expand financial services within the existing customer base

Qualifications:

• Fully licensed Registered Representative (Series 6, 65, 7, or equivalent)
• 1-5 years of experience in financial planning, investments, or related financial services
• Strong interpersonal and communication skills with a client-focused approach
• Willingness and ability to travel between multiple office locations for in-person client meetings
• Self-motivated and goal-oriented with a passion for helping clients achieve financial success
• Willing to obtain state insurance licenses so that you can provide intelligently converse on our core product line.

Compensation & Benefits:

• $80,000 base salary
• Bonus opportunities with first-year earning potential between $100,000 - $140,000
• Health insurance coverage
• Matching 401(k) plan
• Car allowance for travel and gas expenses
• 4 weeks paid time off

About Our Partner Group
Over the last 15 years we have built 5 of the highest performing Agencies in North Carolina and have gained over 1,500 five-star Google reviews, validating the service and value we provide. While we maintain an achievement mindset, we consider our office environment and employee satisfaction the driving force behind our success.

How to Apply:
If you are a licensed financial professional ready to take the next step in your career with a respected team and access to top-tier resources, we want to hear from you! Please submit your resume and a brief cover letter outlining your experience and interest.

Join us and make a meaningful impact by delivering trusted financial planning solutions to thousands of households in Eastern North Carolina!