Full Time Registered Rep (retirement planning)
About The Position
Jurs Insurance and Financial Services, Inc. is seeking an ambitious Financial Services Representative with expertise in financial products and services. This role is ideal for someone who enjoys working with clients but wants to move beyond endless cold calling and commission-only structures. The position involves working within two locations (Carmel and Greenfield) and a home office. The ideal candidate will have a strong desire to serve others, a minimum of 3 years of experience in the Financial Services industry, and a willingness to work primarily around the specified locations and a home office. As part of a dynamic team, you will help transform financial advising by providing comprehensive financial planning and advice to State Farm customer households, maintaining and enhancing client relationships through active communication and support. You will partner with and learn from a career agent to develop a business plan and implement a client service model. This role requires expertise in financial markets, sound business judgment, and unwavering integrity to prioritize clients’ best interests. You will also educate clients on available tools and resources, offer holistic financial coaching, and ensure compliance with agency and industry regulations.
Requirements
- Minimum of 3 years of experience as a Financial Services Representative.
- Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.
- Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.
- Eagerness to learn and grow with the financial services industry.
- Bachelor's degree preferred.
- Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC Licenses preferred.
- Licensed in Life and Health Insurance with extensive knowledge of annuities and the life insurance industry preferred.
- Must be able to successfully complete any applicable licensing requirements and training programs.
Responsibilities
- Provide comprehensive financial planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support.
- Partner with and learn from a career agent to develop a business plan and implement a client service model effectively.
- Exhibit expertise in financial markets, sound business judgment, and unwavering integrity to prioritize clients’ best interests at every opportunity.
- Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations.
Benefits
- 401(k) match
- medical
- dental
- vision
- supplemental insurance stipend
- Life Insurance
- Accrued Paid Time Off (PTO)
- Volunteer events within the community
- learning and fun culture
- Access to (4) large books of customer households
- top-tier Wealth Academy training with mentorship from successful career agents.
- A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
