Cleo Meyer - State Farm Agent
Financial Services Representative - State Farm Agent Team Member
Cleo Meyer - State Farm Agent, Atlanta, Georgia, United States, 30309
Job Description
Job Description
Benefits: 401(k) Company parties Health insurance Opportunity for advancement Paid time off
Offices located in either Sandy Springs or Atlanta, GA.
Job Description Overview: We are not just offering a job but a meaningful career! Come join our passionate team! If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned based role, we would love to talk to you. At Cleo Meyers State Farm Agency, we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent.
Responsibilities: Offer comprehensive financial planning and advice to existing State Farm customer households. Partnering and mentoring with a career agent in developing a business plan and delivering against a client service model. Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current. Demonstrate a deep understanding of financial markets and sound business judgement. Exhibit unwavering integrity that points toward doing right by clients at every opportunity. Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments. Provide a holistic view of clients needs and financial coaching beyond investments. Understand and ensure business adherence with Cleo Meyers State Farm agency and financial industry regulatory policies.
Required Qualifications: Bachelor's degree preferred. Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses. 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.
**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**
Job Description
Benefits: 401(k) Company parties Health insurance Opportunity for advancement Paid time off
Offices located in either Sandy Springs or Atlanta, GA.
Job Description Overview: We are not just offering a job but a meaningful career! Come join our passionate team! If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned based role, we would love to talk to you. At Cleo Meyers State Farm Agency, we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent.
Responsibilities: Offer comprehensive financial planning and advice to existing State Farm customer households. Partnering and mentoring with a career agent in developing a business plan and delivering against a client service model. Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current. Demonstrate a deep understanding of financial markets and sound business judgement. Exhibit unwavering integrity that points toward doing right by clients at every opportunity. Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments. Provide a holistic view of clients needs and financial coaching beyond investments. Understand and ensure business adherence with Cleo Meyers State Farm agency and financial industry regulatory policies.
Required Qualifications: Bachelor's degree preferred. Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses. 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.
**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**