Financial Services Representative - State Farm Agent Team Member

Job Title Senior Financial Consultant / Client Advisor Location Santa Cruz, CA Reports To Agency Director / Agent Compensation Base Salary: $80,000 – $120,000. Total Compensation: $175,000 – $250,000 per year. Benefits 401(k) 401(k) matching Performance-based bonus Paid time off Position Summary As a Senior Financial Consultant / Client Advisor at US Bank, you will leverage your extensive industry experience and securities licensing to provide comprehensive financial planning and wealth management solutions to a portfolio of qualified clients. Your focus will be on deepening client relationships, delivering tailored advice, and driving revenue growth through appointment-based engagements. You will collaborate closely with lead generation specialists to convert warm leads into satisfied, loyal clients. Key Responsibilities Conduct thorough financial needs assessments and develop customized strategies encompassing investments, retirement planning, insurance, and other financial products. Provide ongoing portfolio management, performance reviews, and proactive financial advice to help clients achieve their goals. Partner with lead generation and marketing teams to prioritize and convert warm leads and scheduled appointments. Cross-sell and up-sell US Bank’s financial services to increase wallet share within the client base. Ensure compliance with all regulatory requirements and internal policies in all client interactions. Mentor and support junior advisors or team members on product knowledge and client engagement best practices. Maintain accurate and timely documentation of client interactions and financial plans within the CRM system. Qualifications Minimum 10+ years of financial services experience with proven success in client advisory roles. Fully licensed, including securities licenses (e.g., Series 6, 7, 63, or 65). Strong relationship management and communication skills. Ability to work effectively with cross-functional teams (lead generation, marketing, compliance). Proficient with financial planning software and CRM tools. Commitment to delivering exceptional client service and maintaining high ethical standards. Compensation Details Competitive base salary commensurate with experience. Performance-based bonus tied to revenue growth, client retention, and referrals. Commissions on sales of investment and insurance products. Additional incentives for successful conversion of qualified appointments. Performance Metrics / KPIs Revenue Production – Achieve or exceed $X in annual revenue (includes fees, commissions). Client Retention Rate – Maintain 90%+ retention of assigned clients. Lead Conversion Rate – Convert 40-50% of qualified appointments. Client Satisfaction – Achieve 90%+ positive feedback (surveys). Cross-Sell Ratio – Increase wallet share by selling multiple products. Compliance & Documentation – 100% adherence to regulatory and internal policies. Mentoring/Team Contribution – Participate in mentoring or training sessions (quarterly involvement). #J-18808-Ljbffr Mysalinasinsurance