Financial Advisor

Job Title:Financial Advisor

Location:Gainesville or Whitesboro, TX (North of Dallas) – Fully In Office

Compensation:Base Salary + Commission (Relocation Assistance Available)

Overview

This high-performing agency is seeking a hungry, sharp Financial Advisor to join a 19-person team supporting a $40M+ P&C book of business. This is a full-time, dedicated financial services role focused on selling mutual funds, investments, annuities, and life insurance into an established client base and local community.

This role is a key strategic hire designed to deepen client relationships and increase retention across the agency. Top performers will have the opportunity to grow into future State Farm agency ownership.

About the Agency

Established State Farm agency with strong auto and home insurance presence

Growing focus on life insurance, mutual funds, and annuities

Partnerships include Pacific Life, Jackson National, BlackRock, and American Funds

Tight-knit, collaborative office culture

19-person team actively feeding warm leads to this role

The owner prioritizes long-term team members who positively represent the State Farm brand in the community and online.

Key Responsibilities

Sell mutual funds, investments, annuities, and life insurance products

Prospect and develop new business within the local market

Conduct client discovery and recommend appropriate financial solutions

Build and manage a personal book of business

Participate in joint appointments with Jim for mentorship and deal support

Contribute to increasing overall client retention across the agency

Maintain strong in-office presence to build relationships and capture walk-in traffic

Ideal Candidate Profile

Hungry, sharp, and highly professional individual

Possesses strong sales “moxie” and drive

Coachable and team-oriented

Comfortable in a small-town, relationship-driven environment

Culturally aligned and brand-conscious on social media

Motivated by long-term career growth

Qualifications

ActiveSeries 6 and Series 65licenses

ActiveLife & Health license

Approximately1–5 years of financial services or investment sales experience

Experience selling mutual funds, investments, annuities, or life insurance

Strong verbal communication and professional presence

Ability to work fully in office in Gainesville or Whitesboro, TX