Life Insurance Position - State Farm Agent Team Member

Job Description

Job Description

With over 20 years of State Farm Experience, Cleo Meyer, is an established agent with a proven track record who operates two offices with over 6,000 households . She is looking to grow our excellent, hardworking team by adding an experienced, dedicated and motivated life and disability insurance specialist. 

Offices located in either Sandy Springs or Atlanta, GA.

Job Description Overview:
We are not just offering a job but a meaningful career!  If you are an ambitious Life and Health licensed sales advisor trained in financial products and services, who loves working with clients but is frustrated by the endless cold call prospecting in a primarily commissioned based role, we would love to talk to you. At Cleo Meyer’s State Farm Agency, we have a different model that includes a permanent base salary with a book of customer households! 

Responsibilities:

• Provide comprehensive financial planning and holistic coaching to State Farm households.
• Partner with a career agent to develop and execute a business plan and client service model.
• Build and strengthen client relationships through proactive communication, follow-through, and accurate documentation.
• Demonstrate strong financial market knowledge, sound judgment, and consistent integrity.
• Educate clients on technology and tools to help them manage and optimize their investments.
• Ensure compliance with Cleo Meyer’s agency standards and all applicable industry regulations.

Required Qualifications:

• Active Life & Health Insurance License.
• Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Bachelor's degree preferred.

Compensation : $65,000-$150,000+ Per Year

Our compensation expectations show a range of our salary plus commission system. With our profitable and thriving market and business model, team development, and intentional hiring process, we are confident that you will be successful in achieving high-earning compensation amounts.

**Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity**