- Short term disability insurance
- Life insurance
- 4 day work week
- Simple IRA with employer match
- Health stipend
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
We are not just offering a job but a meaningful career! Come join our passionate team!
If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned-based role, we would love to talk to you. At Wuest Insurance and Financial Services Inc,. we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent.
Responsibilities:
- Offer comprehensive financial planning and advice to existing State Farm customer households.
- Partnering and mentoring with a career agent in developing a business plan and delivering against a client service model.
- Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.
- Demonstrate a deep understanding of financial markets and sound business judgement. Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments.
- Provide a holistic view of clients' needs and financial coaching beyond investments.
- Understand and ensure business adherence with financial industry regulatory policies.
- Bachelor's degree preferred, but not required.
- Active Securities Industry Essentials (SIE) Exam, Series 6 and/or 65, or 63 licenses and/or ChFC.
We're Hiring!
We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
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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