Jurs Insurance and Financial Services, Inc. · 1 month ago
Full Time Registered Rep (retirement planning)
Carmel,IN,US
Full-time
Hybrid
Mid Level
$60K/yr - $140K/yr
3+ years expJurs Insurance and Financial Services, Inc. is a highly successful firm seeking a Financial Services Representative with expertise in financial products and services. The role focuses on providing comprehensive financial planning and advice, maintaining client relationships, and collaborating with a career agent to develop a business plan.
Financial Services
Responsibilities
Provide comprehensive financial planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support
Partner with and learn from a career agent to develop a business plan and implement a client service model effectively
Exhibit expertise in financial markets, sound business judgment, and unwavering integrity to prioritize clients’ best interests at every opportunity
Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations
Qualification
Required
Minimum of 3 years of experience as a Financial Services Representative
Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members
Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals
Eagerness to learn and grow with the financial services industry
Preferred
Bachelor's degree preferred
Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC Licenses preferred
Licensed in Life and Health Insurance with extensive knowledge of annuities and the life insurance industry preferred
Benefits
Comprehensive benefits package, including 401(k) match, medical, dental, vision, supplemental insurance stipend, Life Insurance and Accrued Paid Time Off (PTO).
Volunteer events within the community and engage in a learning and fun culture.
Access to (4) large books of customer households and top-tier Wealth Academy training with mentorship from successful career agents.
A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace.
Company
Jurs Insurance and Financial Services, Inc.
Our licensed team of insurance and financial professionals are committed to a lifetime of learning to build everlasting relationships of friendship and top-notch service.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase