Responsive recruiter

Benefits:

401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development

Role Description:

At Kaitlin Ponce State Farm, part of our mission is to help our customers realize and understand their dreams. As a Financial Services Representative with our agency, your passion for educating clients, investment planning knowledge, and sales-mindedness equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income.

We look forward to incorporating your energy, marketing perspective, and financial background into our team as we build success together.

This is an in-office position

Compensation: Base Salary plus Commission & Bonus ($50,000 - $80,000 annually)

Responsibilities Include:

Prospecting for new client opportunities through calling leads, outside marketing, networking, obtaining referrals, and other targeted lists, etc.
Build and maintain customer relationships while offering personalized investment solutions.
Schedule appointments, identify customer needs, and market appropriate investment products and services while providing prompt, accurate, and friendly customer service.
Use a customer-focused, needs-based review process to educate customers about their insurance and financial services options and put them on a path to meet their long-term goals.
Use exemplary communication skills to efficiently meet the needs of customers while promoting the development of our business.

Requirements:

Series 6, 63, and 65 licensing
Experience as a Financial Advisor or an equivalent financial services role
Demonstrate a deep understanding of financial markets and a passion for educating clients on how to achieve their financial goals
Able to obtain Property and Casualty License
Able to obtain a Life/Health License
Commitment to achieve mutually agreed upon marketing goals

My Training Program Includes:

Licensing Assistance
Job shadowing and training with experienced representatives
Product knowledge & sales training courses
Developing sales skills to market investment planning and insurance products
Setting sales and growth goals
Working closely with the agent and management to gain an understanding of the agent’s role and office logistics

BENEFITS:

1.5% of new commissionable money
Uncapped commission opportunity
Monthly bonus opportunities
Paid time off (vacation and personal/sick days)
Health benefits
Employee retirement plan with matching
Travel promotion opportunity
Growth potential/Opportunity for advancement within my office

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

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.

Compensation: $50,000.00 - $80,000.00 per year

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Atlanta, GA and help customers with their insurance and financial services needs, including:

Auto insurance
Home insurance
Life insurance
Retirement planning

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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