Registered Representative - State Farm Agent Team Member
Full Time in 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 OverviewAre 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
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none