Financial Consultant
Terrill Mayberry - State Farm Agency
Birmingham, MI US
Posted ago
Terrill Mayberry - State Farm Agency
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations

  • Analyze data using statistics and related software
  • Have the ability to interpret and forecast trends in the financial marketplace
  • Conduct presentations with clients utilizing reports, tables, and charts
  • Advise individuals on financial and economic topics
  • Have the ability to recommend solutions

Qualifications
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

  • Must be able to obtain a valid FINRA Series 6, 63, and 65 license

Compensation
$75,000+ at plan earnings
About Terrill Mayberry - State Farm Agency

At Terrill Mayberry – State Farm Agency we strive to create a community that feels like family. Our mission and our top priority is to help people identify their insurance and financial needs, allowing them to safeguard and protect their loved ones from the unexpected and manage their financial future. We will preserve a culture of integrity and accountability all while providing a remarkable customer experience.

We are built on community values and are passionate about building relationships with our policyholders and our community. Throughout the year you can find our team out in the community at various events like the Birmingham Farmers Market or volunteering with several of the local non-profits in the area. We believe in the importance of growing our company based on principles, not just profit.

Our agency services the Metro-Detroit Area as well as the entire State of Michigan.

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