Securities Licensed Sales Team Member

Description:

RealREPP is seeking a Securities Licensed Sales Team Member to join its Memphis, TN office. This is a full-time, on-site role offered in collaboration with a State Farm independent contractor agent. The role provides a rare opportunity to build a long-term financial advisory career without the pressure of cold calling or commission-only income. Instead, the model supports professionals with a stable base salary, an existing book of customer households, and mentoring through State Farm’s Wealth Academy.

This position offers an ideal setup for licensed financial advisors who want to focus on client relationships, financial planning, and delivering real value, backed by world-class investment products and institutional support.

Key Responsibilities:

• Client-Focused Financial Advising: Deliver holistic financial planning and investment guidance to existing State Farm customers.

• Business Development Support: Work directly with a career agent to co-develop and execute a client servicing and growth strategy.

• Relationship Management: Proactively manage client communications, process requests, maintain updated records, and ensure outstanding service.

• Education & Coaching: Educate clients about financial tools and technology platforms that empower them to manage their wealth effectively.

• Compliance & Integrity: Ensure adherence to financial industry regulations and always act in the best interests of the client.

• Team Collaboration: Integrate with agency operations and partners (Jackson, Pacific Life, US Bank, American Funds, BlackRock) to provide comprehensive service offerings.

Required Qualifications:

• Licensing: Must hold the Securities Industry Essentials (SIE) Exam, Series 66, Series 63, and Series 65 licenses.

• Education: Bachelor's degree preferred.

• Experience: At least 2 years of experience as a Financial Advisor or similar financial services role.

• Performance History: Proven track record in client acquisition, relationship management, and integration with internal and external partners.

• Legal Requirements: Must be authorized to work in the U.S. without sponsorship.

Compensation and Benefits:

• Base Salary: $48,000 annually ($4000/month)

• Commissions/Incentives: Strong earning potential, frequently reaching six figures annually

• Unlimited Income Potential

• Benefits:

  • Accrued Paid Time Off (PTO)

  • ROTH 401(k) match savings plan

  • Health Reimbursement Account

  • Life insurance

  • Tuition reimbursement and support for professional designations

  • Access to wellness programs and employee development initiatives

  • Volunteer opportunities and community engagement programs

Additional Notes:

• This role is not a direct hire by State Farm Insurance Companies, but through a State Farm independent contractor agent.

• Applicants must be capable of completing all required licensing and training programs.

• This opportunity supports a culture of inclusion, mentorship, and long-term career development in the financial services industry.