What are the responsibilities and job description for the Now Hiring - Financial Advisor position at Ruth Shannon - State Farm Agency?
Highly successful State Farm agent located in Flower Mound, TX is seeking a Financial Advisor responsible for the marketing, sale and service of financial products that meet the needs of clients. We are seeking energetic, motivated, entrepreneurial-minded individuals who are afforded the opportunity to make a difference in the lives of the people in their community.
Experienced Advisor can expect to make $58k with no cap on commissions! While a Financial Services background is helpful all types can be and have been successful in this role! If interested in a career where the sky is the limit apply today, and we will follow up with the next steps in the interview process.
About This Role :
The Financial Advisor position is to be responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include :
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
What we provide :
SIMPLE with company match
Requirements :
6, 63, 65 or ChFC
preferred
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. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.
Salary : $58,000
