Are you a high-level strategist with a heart for people’s futures?
At Mike Ingham State Farm, our Vision isn't just about insurance policies—it’s about total financial security for our community. We are looking for a Financial Services & Retirement Specialist who can bridge the gap between aggressive business acquisition and deep, intimate relationship building.
If you are 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, we want to invest in you.
The Mission of the Financial Services Specialist
You are the agency’s expert on long-term wealth and retirement strategies. Your mission is two-fold:
- Strategic Acquisition: You will proactively market to individuals and businesses, identifying opportunities for personal and company-level retirement plans (401ks, IRAs, and more).
- Holistic Stewardship: You will serve our existing investment clients through meticulous reviews and adjustments, while also 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: You must have the acumen to lead \"kitchen table\" or \"boardroom\" conversations. You can move seamlessly from a technical discussion about securities to a heartfelt talk about a client’s retirement goals.
- Proactive Growth Mindset: Like a hunter, you will engage in outside marketing to grow our assets under management. You don’t wait for the phone to ring; you create opportunities.
- Rapid & Precise Decision Making: In the world of securities, conditions change quickly. You must be comfortable making confident recommendations based on market data and the client’s best interest.
- Influence & Energy: You are a motivator. You help clients overcome the \"procrastination\" of retirement planning by communicating with conviction and authority.
Who You Are (Our Ideal \"A Player\"):
- Poised & Professional: You carry yourself with the authority of an expert. You are comfortable navigating conflict, addressing market volatility, and challenging the status quo to get better results for your clients.
- Goal-Oriented Generalist: You focus on the \"Big Picture\" strategy of a client’s financial life. You are self-reliant and thrive when given the agency to set your own priorities and objectives.
- High-Level Communicator: You tailor your message perfectly. You can explain complex financial concepts simply and empathetically, ensuring the client feels heard and understood.
- Venturesome Nature: You aren't afraid of \"The Ask.\" You are comfortable with the risk and reward of a sales-driven role where your results directly impact the agency’s growth.
Why Mike Ingham State Farm?
We offer a high-performance platform for financial professionals who want to lead.
- Warm Lead Access: You aren't starting from zero. You will have access to our existing insurance client base to identify untapped investment needs.
- Vision-Driven Culture: You will work in an environment that values your independence and your expertise.
- Professional Agency: We provide the brand and the systems; you provide the relational depth and the 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.
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The Video Intro: Send us a 2–3 minute video. Tell us about a time you helped someone realize a dream, and why you are the right person to lead our Financial Services division.
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- 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.
