Financial Advisor
TriSearch
Job Description
Job Description
Job Title: Financial Advisor
Location: Gainesville or Whitesboro, TX (North of Dallas) – Fully In Office
Compensation: Base Salary + Commission (Relocation Assistance Available)
Overview
This high-performing agency is seeking a hungry, sharp Financial Advisor to join a 19-person team supporting a $40M+ P&C book of business. This is a full-time, dedicated financial services role focused on selling mutual funds, investments, annuities, and life insurance into an established client base and local community.
This role is a key strategic hire designed to deepen client relationships and increase retention across the agency. Top performers will have the opportunity to grow into future State Farm agency ownership.
About the Agency
● Established State Farm agency with strong auto and home insurance presence
● Growing focus on life insurance, mutual funds, and annuities
● Partnerships include Pacific Life, Jackson National, BlackRock, and American Funds
● Tight-knit, collaborative office culture
● 19-person team actively feeding warm leads to this role
The owner prioritizes long-term team members who positively represent the State Farm brand in the community and online.
Key Responsibilities
● Sell mutual funds, investments, annuities, and life insurance products
● Prospect and develop new business within the local market
● Conduct client discovery and recommend appropriate financial solutions
● Build and manage a personal book of business
● Participate in joint appointments with Jim for mentorship and deal support
● Contribute to increasing overall client retention across the agency
● Maintain strong in-office presence to build relationships and capture walk-in traffic
Ideal Candidate Profile
● Hungry, sharp, and highly professional individual
● Possesses strong sales “moxie” and drive
● Coachable and team-oriented
● Comfortable in a small-town, relationship-driven environment
● Culturally aligned and brand-conscious on social media
● Motivated by long-term career growth
Qualifications
● Active Series 6 and Series 66 licenses
● Active Life & Health license
● Approximately 1–5 years of financial services or investment sales experience
● Experience selling mutual funds, investments, annuities, or life insurance
● Strong verbal communication and professional presence
● Ability to work fully in office in Gainesville or Whitesboro, TX
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