Job Description

Lad Drago Insurance & Financial Services, Inc

Financial Services Representative

Financial Services Representative – Be the Game-Changer in Financial Planning!Location: Spanish Fort, AL

Work Environment: Hybrid (Work from home + In-office collaboration)

Why Join Us?

At Lad Drago Insurance & Financial Services Inc., we don’t just offer jobs—we offer careers. As part of our team, you'll work with a large existing book of business to deliver personalized financial solutions while building lasting relationships. We’re not just another agency—we’re a family of professionals committed to making a difference for our clients and our community. You’ll join a team that celebrates success, fosters collaboration, and is dedicated to your personal and professional growth.

We Provide:

• A warm book of business : No endless cold calling—we connect you with trusted customers who already value our reputation.
• A supportive culture : Benefit from mentorship, training, and collaboration with successful agents who are invested in your growth.
• Unlimited earning potential : Your success is rewarded with first-year compensation expected between $80,000-$140,000 , plus bonuses and trails with no cap on earning potential.

Your Role: Transform Lives Through Financial Expertise

As our Financial Services Representative , you’ll be at the forefront of empowering clients to achieve their financial goals. Your responsibilities will include:

• Delivering comprehensive financial planning and tailored advice to help clients secure their futures.
• Opening new brokerage and advisory accounts while assisting existing account owners.
• Uncovering opportunities for life insurance, disability insurance, and annuities .
• Offering small business retirement plans such as SEP, SIMPLE, 401(k), and Individual K.
• Building and strengthening client relationships through clear communication and personalized service.
• Showcasing expertise in financial markets, sound business judgment, and integrity, always prioritizing your clients’ best interests.

What We’re Looking For

We’re searching for ambitious, driven professionals who are passionate about serving clients and growing their careers. If you have:

• Minimum of 2 years’ experience in financial services or equivalent experience.
• Life and Health License (preferred, but we’ll help you get there if needed).
• Experience in acquiring clients and fostering strong relationships.
• Bachelor’s degree (preferred).
• Active certifications such as SIE Exam, Series 65, Series 66, or ChFC . Then we want to talk to you!

Your Rewards

When you join our team, you’re not just starting a job—you’re investing in your future. We offer:

• Access to top-tier investments like American Funds, BlackRock Funds, and Jackson Annuities.
• Comprehensive Benefits : Including accrued Paid Time Off (PTO) , 401(k) match , medical, dental, and vision coverage.
• Additional Perks : Health Reimbursement Accounts, company paid life insurance, and more.
• Training & Development : Receive ongoing mentorship, training through Wealth Academy, and access to a large, warm book of customer households.
• Community Involvement : Participate in volunteer events and be part of a fun, growth-oriented culture.

Ready to Take the Next Step?

Don’t stay stuck in a role that doesn’t fulfill your potential. If you’re ready to achieve your career goals while making a meaningful impact on clients’ lives, we want to hear from you. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.

Equal Opportunity Employer: We are committed to hiring, retaining, and promoting talent based solely on qualifications and fit, without discrimination based on age, race, color, religion, sex, sexual orientation, gender identity, disability, veteran status, or genetic information.

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