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Ira Agent information

What is the difference between Ira Agent vs Financial Advisor?

AspectIra AgentFinancial Advisor
CredentialsTypically requires licensing such as Series 6 or 7Often holds certifications like CFP or CFA
Work EnvironmentPrimarily works with clients to manage IRA accountsProvides broader financial planning services including investments, estate, and retirement
Employer & IndustryFinancial institutions, brokerage firmsFinancial planning firms, banks, independent practices
Search & Comparison IntentPeople comparing IRA-specific rolesPeople seeking comprehensive financial planning services

While both Ira Agents and Financial Advisors work within the financial industry, Ira Agents focus specifically on managing IRA accounts and often hold specific licenses. Financial Advisors provide broader financial planning services, including investment advice, estate planning, and retirement strategies. The choice depends on whether you need specialized IRA management or comprehensive financial guidance.

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Ira Agent jobs near you

Financial Services Representative - State Farm Agent Team Member

Brian Wiggins - State Farm Agent

Madison, AL • On-site

Full-time

Retirement, PTO

Re-posted 12 days ago

Job description

Benefits:
  • Company Simple IRA Matching
  • Company Simple IRA
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Flexible schedule

ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Brian Wiggins - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
BENEFITS:
  • Salary plus commission/bonus
  • PTO
  • No Weekend or Evening work expectations
  • Growth potential/Opportunity for advancement within my office
  • Signing bonus for pre-licensed professionals
  • Commission paid monthly. 
RESPONSIBILITIES:
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Prospect Current Large book of business for Retirement planning services
QUALIFICATIONS:
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Must have current license in Life Insurance and a License in Series 6, 63, 65, 7 or comparable 
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.