Account Representative - State Farm Agent Team Member
hace 11 días
Bedford
Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development, • 401(k), • Company parties, • Health insurance, • Flexible schedule, • Dental insurance, • Support and grow the investment planning services practice., • Work closely with senior advisors., • Engage prospective clients, qualify investment opportunities., • Set high-quality planning appointments., • Assist with backend investment operations and client follow-through., • Growth-oriented role with clear performance expectations (not just administrative).Key Responsibilities Client Outreach & Qualification • Make outbound calls to warm leads, referrals, and targeted prospects., • Conduct discovery conversations to assess client goals and fit., • Qualify prospects for investment planning conversations., • Schedule well-vetted appointments for senior advisors., • Assist with IPS documentation, onboarding, and account setup., • Support investment implementation and follow through., • Coordinate data gathering, paperwork, and client requests., • Ensure professional and compliance-aligned communication.Client Experience, • Act as a polished first point of contact for investment prospects., • Reinforce planning value, next steps, and expectations., • Ensure smooth handoffs from prospect to advisor to implementation.Why Work at State Farm IPS?, • Nationally recognized brand with strong client trust., • Warm referral opportunities., • Planning-first investment philosophy., • Long-term career growth in a durable firm., • Series 6 or Series 7 license, • Series 63 licenseRequired:, • Comfort with outbound calls and follow-up., • Strong professional communication skills., • Organized, detail-oriented, process-driven., • Interest in investments, financial planning, and client development.Ideal Candidate, • Early in investment or wealth management career., • Comfortable initiating conversations and following through., • Motivated by performance and growth, not just a paycheck., • Interested in a career path, not just a short-term job.Compensation & Growth, • Base salary between $35,000 and $55,000 (based on experience).