What are the responsibilities and job description for the Financial Planning Associate position at State Farm?
Financial Planning Role
Deborah L Manno Insurance Agency Inc., a leading financial services firm, is seeking an experienced Financial Services Representative to join their team. As a representative, you will be responsible for developing and implementing effective financial plans for State Farm customer households.
The ideal candidate will have a proven track record of success in financial planning, wealth management, and client relationship building. They will also possess excellent communication and interpersonal skills, as well as a strong understanding of financial markets and industry regulations.
In this role, you will work closely with a career agent to develop and implement a comprehensive business plan, leveraging your expertise in financial markets and sound business judgment to drive results.
You will provide personalized financial guidance and education to clients, helping them achieve their long-term financial goals.
Key Responsibilities:
- Develop and implement effective financial plans for State Farm customer households
- Build and maintain strong client relationships through proactive communication and support
- Work closely with a career agent to develop and implement a comprehensive business plan
- Provide personalized financial guidance and education to clients
Requirements:
- Minimum of 2 years' experience in financial planning and wealth management
- Proven track record of success in financial planning and client relationship building
- Strong understanding of financial markets and industry regulations
Benefits:
- Competitive compensation package including commission and production bonuses
- Comprehensive benefits package including 401(k) match, medical, dental, vision, Health Reimbursement Account, Flexible Spending Accounts, Life Insurance and Accrued Paid Time Off (PTO)
- Access to top-tier Wealth Academy training with mentorship from successful career agents
- A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace
