Registered Representative - State Farm Agent Team Member
Full Time • Colorado Springs - CO
Responsive recruiter
Replies within 24 hours
Benefits:
- Simple IRA
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Position Overview:
Are you tired of fighting for leads and defending high management fees? We are a high-growth RIA and State Farm agency seeking a "Hunter" to lead our Wealth Strategy. We provide the office, the tech (MoneyGuidePro), and a massive "Warm" funnel of existing Home/Auto/Life clients.
Why Join Us?
Are you tired of fighting for leads and defending high management fees? We are a high-growth RIA and State Farm agency seeking a "Hunter" to lead our Wealth Strategy. We provide the office, the tech (MoneyGuidePro), and a massive "Warm" funnel of existing Home/Auto/Life clients.
Why Join Us?
- The Edge: Our advisory fees are very competitive, making your "Close" significantly easier. We also partner with Capital Group, Blackrock, Pacific Life and Jackson Life.
- Warm Distribution: You will be introduced during annual reviews to an existing book of State Farm households.
- Proprietary Strategy: We utilize a compliant process to provide tax-efficient generational wealth.
- Scale Your Own Team: Once you hit $10M in AUM, we provide the blueprint for you to hire your own assistant to manage your growth.
Your Role:
- Prospect and convert existing insurance clients into managed wealth clients.
- Conduct financial planning using MoneyGuidePro.
- Maintain a high-velocity pace of $1M in new AUM per month.
- Manage a streamlined menu of 25 compliant portfolios.
Requirements:
- Active Series 65 (or Series 7 with 65 in good standing or an active ChFC designation).
- An active Colorado life insurance license is required within 45 days of hire.
- Proven track record of $5M+ in annual production.
- Expertise in Variable Annuities (Jackson experience a plus).
- A "Sales-First" mindset with a focus on fiduciary duty.
Compensation: $150,000.00 - $300,000.00 per year
Ready to Launch Your Career?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. If you want to make an impact, see immediate success, we could be the place for you! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity. Come work with an energetic, fun team at Mike Wuest - State Farm Agent!
About Our Agency
- 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 Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, and Health Insurance.
- Our office is located in Colorado.
- Before becoming a State Farm Agent, I was previously employed as a State Farm Agent Team Member.
If you want a career, not a job, then we encourage you to apply.
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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