Financial Services Representative - State Farm Agent Team Member
Santa Cruz
Financial Services Representative - State Farm Agent Team Member
Full Time • Santa Cruz
Replies within 24 hours
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Paid time off
RJob Title: Senior Financial Consultant / Client Advisor
Location: Santa Cruz CA
Reports To: Agency Director / Agent
Pay: Base = $80-$120k, Total Comp = $175-$250k
Location: Santa Cruz CA
Reports To: Agency Director / Agent
Pay: Base = $80-$120k, Total Comp = $175-$250k
Job Description: Senior Financial Consultant / Client Advisor
Position Summary:
As a Senior Financial Consultant / Client Advisor at US Bank, you will leverage your extensive industry experience and securities licensing to provide comprehensive financial planning and wealth management solutions to a portfolio of qualified clients. Your focus will be on deepening client relationships, delivering tailored advice, and driving revenue growth through appointment-based engagements. You will collaborate closely with lead generation specialists to convert warm leads into satisfied, loyal clients.
As a Senior Financial Consultant / Client Advisor at US Bank, you will leverage your extensive industry experience and securities licensing to provide comprehensive financial planning and wealth management solutions to a portfolio of qualified clients. Your focus will be on deepening client relationships, delivering tailored advice, and driving revenue growth through appointment-based engagements. You will collaborate closely with lead generation specialists to convert warm leads into satisfied, loyal clients.
Key Responsibilities:
- Conduct thorough financial needs assessments and develop customized strategies encompassing investments, retirement planning, insurance, and other financial products.
- Provide ongoing portfolio management, performance reviews, and proactive financial advice to help clients achieve their goals.
- Partner with lead generation and marketing teams to prioritize and convert warm leads and scheduled appointments.
- Cross-sell and up-sell US Bank’s financial services to increase wallet share within the client base.
- Ensure compliance with all regulatory requirements and internal policies in all client interactions.
- Mentor and support junior advisors or team members on product knowledge and client engagement best practices.
- Maintain accurate and timely documentation of client interactions and financial plans within the CRM system.
Qualifications:
- Minimum 10+ years of financial services experience with proven success in client advisory roles.
- Fully licensed, including securities licenses (e.g., Series 6, 7, 63, or 65).
- Strong relationship management and communication skills.
- Ability to work effectively with cross-functional teams (lead generation, marketing, compliance).
- Proficient with financial planning software and CRM tools.
- Commitment to delivering exceptional client service and maintaining high ethical standards.
Compensation:
- Competitive base salary commensurate with experience.
- Performance-based bonus tied to revenue growth, client retention, and referrals.
- Commissions on sales of investment and insurance products.
- Additional incentives for successful conversion of qualified appointments.
Performance Metrics / KPIs
| Metric | Target / Expectation | Notes | Revenue Production | Achieve or exceed $X in annual revenue | Includes fees, commissions
| Client Retention Rate | Maintain 90%+ retention of assigned clients | Measure repeat business & loyalty
| Lead Conversion Rate | Convert 40-50% of qualified appointments | Track lead-to-client conversion
| Client Satisfaction | Achieve 90%+ positive feedback (surveys) | Based on client surveys
| Cross-Sell Ratio | Increase wallet share by selling multiple products | Number of products per client
| Compliance & Documentation | 100% adherence to regulatory and internal policies | No compliance breaches
| Mentoring/Team Contribution | Participate in mentoring or training sessions | Quarterly involvement
Compensación: $80,000.00 - $175,000.00 per year
Looking for the skills and confidence to run a business in the future?
We are a very busy office and are looking for our next great team member. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team is comprised of results-oriented individuals that are serious about their development. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
About Our Agency
- Our office is located in Santa Cruz.
- Additional languages spoken: Spanish
If you want a career, not a job, then we encourage you to apply.
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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