Financial Advisor

Job Description

Job Description

Job Title: Financial Advisor

Company: State Farm – Jim Goldsworthy Agency

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

Compensation: Base Salary + Commission (Relocation Assistance Available)

Overview

This high-performing State Farm 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 — no internal product competition

● Located in a “modern-day Mayberry” community north of Dallas (~16–17K population)

● 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

● Leverage warm leads from Jim’s $40M+ book and referrals from the 19-person team

● 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

Performance Expectations

● Generate approximately $10M in new assets annually

● Produce approximately $100K in life insurance premium annually

● Help drive 3x improvement in client retention when financial services are added

● Hit the ground running and begin selling quickly

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

● Active Series 6 and Series 65licenses

● Active Life & Health license

● Approximately 1–5 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