Financial Services Representative (retirement planning)

Job Description

Job Description

Description:

Are you driven by a highly competitive compensation structure, while serving your community and helping others?
Is securing your financial independence and inspiring others to do the same important to you?
Are you a competitive person who loves to win?

Whether you are new to insurance sales or an experienced financial professional looking to accelerate your career, joining Adam Jurs State Farm at one of our two locations in Carmel, or Greenfield, will help you start the career you deserve. Make a difference in your community by guiding people through their retirement needs and situations. In this role, you will assess clients' financial needs, provide life and health insurance recommendations, and deliver exceptional customer service.

This role is not like the others. You will learn from one of the top Agents in the Country and will be given all of the tools needed to be successful. Your compensation will be based on your performance. Leads will be given, as well as we will teach you how to prospect appropriately, with no gimmicks or 'buy your own leads'!

Benefits package:

• Opportunity to earn a trip for you plus 1, or a key motivator to tie in your personal and professional goals!
• Base pay plus commission and bonuses. Average first year producer is 75-85k with uncapped potential.
• No Nights or Weekends, unless you're a hunter who wishes to grind during this time!
• Includes a monthly bonus plan, 401k plus match, ability to earn a paid trip for you plus one, flexible schedule, paid time off, insurance stipend, training & development, opportunities for advancement, PTO, Team Contests and so much more!
• Fun, positivity-forward work culture. We enjoy helping people, and it shows!
• Office outings several times per year, including office lunches, etc.
• Our agency is also deeply rooted in the community, partnering with select nonprofits and hosting financial wellness workshops. We are proud of our award-winning office culture—one that emphasizes growth, positive team chemistry, and high expectations.
  

RESPONSIBILITIES:

• Engage with prospective customers through calls, emails, and community outreach.
• Develop and maintain a pipeline of potential new business opportunities.
• Schedule and conduct follow-up interactions to support acquisition goals.
• Collaborate with team members to coordinate outreach strategies.
• Track activity and report progress toward established objectives.
• Maintain compliance with office and regulatory procedures.

QUALIFICATIONS:

• Must be willing, or already have obtained your IN Life & Health Insurance License.
• Licensing for new Industry hires will be paid for
• Must be willing to learn our proven needs-based system and sell with the utmost integrity at all times

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.