Financial Services Representative (Investments & Retirement) - Fishers, IN

About the role

Build a career... not just a book of business. At Clint Wilson State Farm, you'll help families make confident decisions about retirement, investments, and protection while receiving coaching, mentorship, and a clear path for growth.

What You'll Do

• Meet with approximately two clients per day.
• Identify retirement and investment opportunities within our existing customer base.
• Coach teammates to uncover financial services opportunities.
• Develop relationships that lead to referrals and networking opportunities.
• Provide guidance on IRAs, Roth IRAs, advisory accounts, mutual funds, annuities, life insurance, and disability insurance.
• Maintain long-term relationships through ongoing financial reviews.

Qualifications

• Life & Health insurance license required.
• Ability to obtain SIE, Series 6, Series 63, and Series 65 licenses.
• Existing securities licenses preferred.
• Property & Casualty license helpful but not required.
• Excellent communication skills, integrity, and a growth mindset.

Career Path

This is intentionally built as a long-term career opportunity. Successful team members can expand into senior financial responsibilities, lead our growing financial services operation, and potentially pursue the opportunity to become a State Farm Agent. We are looking for someone who wants to build something meaningful, not simply fill a position.

Compensation & Benefits

• Competitive base salary, uncapped commissions, performance bonuses.
• Paid time off (PTO).
• Retirement benefits.
• Licensing support.
• Professional development.
• Additional agency benefits.