Financial Services Representative - State Farm Agent Team Member
James Rollo - State Farm Agent
Job Description
Job Description
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Training & development
Employment Type: Full-Time
Company: Jim Rollo Insurance and Financial Services, Inc. About Us
At Jim Rollo Insurance and Financial Services, Inc., we empower customers to achieve financial success and create lasting legacies. Our mission is to help clients build, protect, and distribute their wealth. We deliver personalized, hands-on guidance with a commitment to exceptional service. Join our team of passionate professionals dedicated to real service, real results, and real impact. The Opportunity
We seek a dynamic Wealth Coach to guide customers in building wealth, managing risks, and planning income distribution for themselves and a legacy for their heirs. This role suits a motivated, customer-focused professional passionate about fostering deep relationships and delivering exceptional service. Key Responsibilities
- Develop customized wealth accumulation strategies.
- Assist clients with risk management and wealth protection.
- Guide clients on creating sustainable income streams and legacy planning.
- Build and maintain trust-based client relationships with personalized coaching.
- Educate and empower clients to make confident financial decisions.
- Collaborate with the Wealth Coach team to deliver holistic solutions aligned with our mission.
- 3+ years in wealth management or related field with proven relationship-building success.
- Certifications: ChFC preferred; Series 6/63 and 65 a plus.
- Strong interpersonal and communication skills with passion for client coaching.
- Expertise in capital accumulation, risk management, income and estate planning.
- Ability to simplify complex financial concepts for clients.
- Analytical proficiency with financial tools/software, preferably Money Guide.
- Customer-centric, empathetic, proactive, and trustworthy.
- Bachelor’s degree in finance, economics, business, or related field; advanced degree a plus.
- Make a meaningful impact by helping clients achieve financial goals and lasting legacies.
- Work within a supportive, collaborative culture focused on innovation and customer-first values.
- Access ongoing training, professional development, and clear career advancement.
- Receive competitive salary, performance bonuses, and comprehensive benefits.
- Be part of a firm committed to real people and real service, fostering deep trust with clients.
Vacancy posted 28 days ago
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