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Financial Services Representative - State Farm Agent Team Member

Full Time in 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

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.

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
Compensation $80,000.00 - $175,000.00 per year




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