Registered Representative - State Farm Agent Team Member

Jason Hobbs•Huntington Beach, CA

5h•Onsite

About The Position

We are an established insurance and financial services practice looking for a motivated, personable professional to join our team. The ideal candidate is a newly licensed or early-career Registered Representative who is exceptional with clients, confident on the phone, highly organized, and interested in developing a long-term career in financial services. This is an excellent opportunity for someone early in their financial-services career who wants hands-on experience working directly with an experienced financial professional and an established client base. There is significant opportunity for professional growth and increased responsibility based on performance. Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Business Insurance. Our office is located in Huntington Beach, CA. Our office is open 9 am to 6 pm Mon-Fri. I have been a State Farm agent since 2002. We currently have 3 team members at our agency. Additional languages spoken: Spanish. 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.

Requirements

Securities licensed or recently licensed, with the ability to become appropriately registered with our broker-dealer
Excellent telephone and interpersonal skills
Comfortable making proactive outbound calls
Organized, dependable, and exceptional with follow-through
Series 6/63/65 or SIE licenses preferred
SIE, Series 6/63/65, and other relevant certifications
Strong knowledge of investment products and financial markets.
Communication and customer service skills.
Ability to build and maintain customers relationships.
Detail-oriented with strong analytical skills.
Proficiency with financial software and tools.
High ethical standards and professionalism.

Nice To Haves

Life & Health license preferred
Financial-services experience is helpful but not required
Coachable, ambitious, and interested in learning and growing into a larger financial-services role

Responsibilities

Proactively contacting existing clients and prospects to schedule financial reviews and appointments
Managing and maintaining the Agent’s calendar and appointment pipeline
Following up with clients on investment, retirement, life insurance, and financial-services opportunities
Assisting with preparation and follow-up for client meetings
Helping identify additional financial needs within our existing client base
Providing excellent client service by phone, email, and virtual meetings
Tracking opportunities and ensuring follow-up items are completed