- Simple Plan
- Competitive salary
- Dental insurance
- Health insurance
- Vision insurance
We are seeking a motivated and results-driven Registered Representative with active Series 6 and 63 licenses to join our sales team. This role involves selling a diverse portfolio of financial products including mutual funds, variable annuities, as well as life and health insurance products. The successful candidate will have the opportunity to work with an existing book of business, helping clients expand their portfolio by adding financial services alongside their current life and health products.
- Generate new business through prospecting, networking, and client referrals.
- Build and maintain strong relationships with individual and institutional clients.
- Work with an existing book of business to introduce and cross-sell financial services products.
- Conduct comprehensive financial needs analyses to recommend suitable investment, life, and health insurance products.
- Present and explain mutual funds, variable annuities, life insurance, and health insurance products clearly and persuasively.
- Ensure compliance with all regulatory requirements and company policies related to securities and insurance sales.
- Collaborate with internal teams to provide outstanding client service and support.
- Meet or exceed sales targets and contribute to overall firm growth.
- Stay current on market trends, financial products, life and health insurance products, and industry regulations.
- Active Series 6 and Series 63 licenses required.
- Life and health insurance licenses preferred or willingness to obtain.
- Proven sales experience in financial services and/or insurance preferred.
- Strong interpersonal and communication skills with a consultative sales approach.
- Self-motivated, goal-oriented, and able to work independently and within a team.
- Excellent organizational and time management skills.
- Proficient in CRM software and Microsoft Office Suite.
- Commitment to ethical sales practices and regulatory compliance.
- Competitive base salary plus commission.
- Comprehensive benefits package including health, dental, and retirement plans.
- Support for continuing education and license acquisition.
- Ongoing training and professional development.
- Collaborative and supportive team environment.
- Opportunity to grow your career by leveraging an existing book of business and expanding financial services offerings.
Ready to Launch Your Career?
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our well-trained team uses state of the art technology to achieve outstanding results. We want to work alongside those who are equally committed to excellence and personal achievement.
About Our Agency
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
- Our office is located in Short Pump.
- I have been a State Farm agent since 2001.
- I am a proud graduate of VCU.
- Our agency has received awards including: Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, National Quality Award, and Silver Scroll
Please do not call office - we will contact you.
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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