Full Time Registered Rep (retirement planning)

Jurs Insurance and Financial Services, Inc., a highly successful and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services. If you love working with clients but feel stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you!

We are looking for the right candidate to work within our two separate locations (Carmel and Greenfield) Qualified candidates must possess a desire to serve others, have a minimum of 3 years of experience in the Financial Services industry, and be willing to work primarily around these locations and a home office.

As a Financial Services Representative, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact. Your responsibilities will include:

1. Provide comprehensive financial planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support.
2. Partner with and learn from a career agent to develop a business plan and implement a client service model effectively.
3. Exhibit expertise in financial markets, sound business judgment, and unwavering integrity to prioritize clients’ best interests at every opportunity.
4. Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations

Perks for Financial Services Representative

• The first year’s compensation is expected to range between $60,000-$140,000 (including base, commission, and production bonuses) with upward earning potential over time.

• Comprehensive benefits package, including 401(k) match, medical, dental, vision, supplemental insurance stipend, Life Insurance and Accrued Paid Time Off (PTO).

• Volunteer events within the community and engage in a learning and fun culture.

• Access to (4) large books of customer households and top-tier Wealth Academy training with mentorship from successful career agents.

• A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace.