Financial Advisor
Location: COLORADO SPRINGS, CO
Job Type: fulltime
Company: Jacob Morgan - Farmers Insurance
Salary: $60000.0 - $120000.0 per year
Category: Sales
Job Description Apply Now
The Financial Advisor role is an excellent opportunity for motivated professionals seeking to build a rewarding career in financial services and insurance sales. As a Financial Advisor, you will work closely with clients to help them understand and secure life insurance and other financial products tailored to their needs. This position provides the chance to develop a personal book of business while benefiting from the established reputation and comprehensive resources of a respected organization.
Financial Advisors enjoy access to an existing client base, allowing them to offer financial solutions to customers who already have a relationship with the agency. You will collaborate with experienced agents, introducing clients to a range of financial services, including life insurance, mutual funds, and annuities. The role is structured to reward entrepreneurial drive, providing a dynamic environment with commission-based earning potential on top of a base compensation structure.
Comprehensive training and mentorship are provided, ensuring you gain a thorough understanding of the organization’s products, processes, and support networks. You will have access to advanced tools, such as a Customer Relationship Management (CRM) system, to help you manage and grow your business efficiently. Ongoing support from seasoned sales and training experts will help you maximize your potential and achieve your career goals.
As a Financial Advisor, you will be responsible for developing lasting relationships with clients, identifying their financial needs, and recommending appropriate insurance and financial solutions. This role requires strong interpersonal skills, ethical conduct, and a commitment to continuous learning and professional development. Working in this capacity allows you to make a positive impact on clients’ financial wellbeing while advancing your own career within the industry.
The organization is dedicated to supporting its Financial Advisors with a competitive benefits package, including paid time off, dental and vision insurance, life insurance, and a retirement plan. The emphasis on professional growth, comprehensive training, and access to a robust product portfolio makes this an ideal position for individuals looking to establish themselves in the financial services sector. If you are seeking an opportunity to build a successful career as a Financial Advisor, apply today by clicking the job application button.
Financial Advisor - Summary- Grow your career as a Financial Advisor in the financial services and insurance industry.
- Build your book of business with support from an established organization and access to existing clients.
- Offer a full suite of financial solutions, including life insurance, mutual funds, and annuities.
- Benefit from comprehensive training, expert guidance, and industry-leading tools.
- Develop and maintain relationships with clients to understand their financial goals and recommend suitable products.
- Consult with clients on life insurance and financial services solutions.
- Leverage a CRM system to manage client information and drive business growth.
- Collaborate with full-time agents to offer financial products to existing customers.
- Participate in ongoing training and professional development to stay current with products and industry trends.
- Ensure compliance with regulatory requirements and organizational standards.
- Competitive base salary plus commission opportunities based on sales performance.
- Payouts through commission splits with existing agents.
- Paid time off including personal, sick, and vacation days.
- Dental and vision insurance coverage.
- Life insurance and a retirement plan.
- Must obtain Property & Casualty license prior to start date.
- Must obtain Life and Health license prior to start date.
- Ability to work in-person during standard business hours.
- Successful completion of credit and background checks.
- No conflicting outside appointments permitted.
- Bilingual English/Spanish skills are preferred but not required.
- Driven, entrepreneurial mindset with excellent communication skills.
- Interest in building long-term client relationships and providing sound financial advice.
- Ability to learn and adapt to new products, systems, and industry regulations.
- Committed to personal and professional growth within the financial services sector.
- Support provided by experienced sales and training professionals.
- Access to over 50 competitive insurance and financial products.
- Best-in-class training ensures readiness for client engagement and business development.
- Excellent opportunity for individuals seeking to make a positive impact in clients’ financial lives.
- Apply now by clicking the job application button and take the first step toward a fulfilling career as a Financial Advisor.