Registered Representative - State Farm Agent Team Member
Mike Ingham State Farm · Augusta, GA · 3 wk ago
On-siteBusiness DevelopmentFull-time
About the Role
Mike Ingham State Farm is seeking a Financial Services & Retirement Specialist to bridge the gap between aggressive business acquisition and deep, intimate relationship building. This role requires a poised, confident professional who can navigate complex securities products while having meaningful conversations about a family's dreams and a business owner's legacy.
The Mission
As the agency's expert on long-term wealth and retirement strategies, your mission is two-fold:
- Strategic Acquisition: Proactively market to individuals and businesses, identifying opportunities for personal and company-level retirement plans (401ks, IRAs, and more).
- Holistic Stewardship: Serve existing investment clients through meticulous reviews and adjustments, while identifying cross-sell opportunities within our deep roster of insurance clients who don't yet have their investments with us.
What This Role Requires
- Relational Intelligence: Lead "kitchen table" or "boardroom" conversations with the acumen to move seamlessly from technical securities discussions to heartfelt talks about client retirement goals.
- Proactive Growth Mindset: Engage in outside marketing to grow assets under management, creating opportunities rather than waiting for the phone to ring.
- Rapid & Precise Decision Making: Make confident recommendations based on market data and the client's best interest in a fast-changing securities environment.
- Influence & Energy: Motivate clients to overcome retirement planning procrastination by communicating with conviction and authority.
Who You Are (Our Ideal "A Player")
- Poised & Professional: Carry yourself with expert authority, comfortable navigating conflict, addressing market volatility, and challenging the status quo for better client outcomes.
- Goal-Oriented Generalist: Focus on the "Big Picture" strategy of a client's financial life, self-reliant and thriving when given agency to set your own priorities and objectives.
- High-Level Communicator: Tailor your message perfectly, explaining complex financial concepts simply and empathetically so clients feel heard and understood.
- Venturesome Nature: Unafraid of "The Ask," comfortable with the risk and reward of a sales-driven role where results directly impact agency growth.
Why Mike Ingham State Farm?
- Warm Lead Access: Access to our existing insurance client base to identify untapped investment needs.
- Vision-Driven Culture: An environment that values your independence and expertise.
- Professional Agency: The brand and systems are provided; you provide the relational depth and drive to win.
How to Apply (Our 8-Step Selection Process)
Because this role involves the financial futures of our clients, our hiring process is rigorous. The initial steps are:
- Submit your resume.
- The Video Intro: Send us a 2–3 minute video telling us about a time you helped someone realize a dream, and why you are the right person to lead our Financial Services division.
- The Deep Dive: We use the Predictive Index and intensive interviews to ensure your natural behavioral traits align with the high-stakes world of securities and retirement.
Qualifications
- Series 6, 63 & 65 license and other relevant certifications.