Registered Representative - State Farm Agent Team Member
Mike Wuest - State Farm Agent
Benefits Simple IRA Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview Are 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. #J-18808-Ljbffr Mike Wuest - State Farm Agent
Vacancy posted 2 days ago
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