Financial Services Representative

Financial Services Representative Murphy Insurance & Financial Services — Longmont, COAre you a licensed financial services professional looking for a role where you can actually build long-term client relationships instead of cold calling and chasing quotas?Compensation: $95,000 – $120,000 OTE (base salary plus commission, uncapped)Join our growing agency in Longmont! We're a State Farm-affiliated financial services and insurance practice with over 1,200 property and casualty clients, and we're looking for a licensed Financial Services Representative to help us expand our investment and life insurance practice. You'll work directly with the agency owner, a ChFC with deep planning expertise, using our existing client base as your foundation, not a cold call list.Whether you're a seasoned financial advisor ready for a more stable platform or an early-career producer hungry to grow, we'll give you the support and warm lead flow to build a real book.ResponsibilitiesConduct financial reviews with existing clients to identify investment and insurance planning opportunitiesOpen and service brokerage and advisory accounts (mutual funds, target date funds, model portfolios)Write Life insurance policies (Term, Whole Life, Universal Life) and annuities to address client protection and retirement needsBuild and maintain a strong pipeline through proactive outreach to our existing bookMaintain accurate records in CRM and complete required compliance documentationRequirementsActive FINRA Series 6 (required)Active FINRA Series 65 (required)Active Colorado Life and Health Insurance license (required)Clean FINRA U4 (disclosures will be reviewed)Minimum 2 years of client-facing financial services experienceStrong communication skills and a genuine interest in helping people plan their financial futurePreferredExperience at a captive or hybrid agency (State Farm, Northwestern Mutual, Edward Jones, Ameriprise, Thrivent, Primerica)Progress toward ChFC, CLU, or RICP designationBilingual English/SpanishLocal network in Longmont, Boulder, or surrounding areasWhy Join Us?A warm book of 1,200+ existing households — no cold callingReal mentorship from a ChFC who enjoys teachingCompetitive base salary plus uncapped commissionHalf-day FridaysSmall, family-feel office — no quarterly cattle-call reviewsDirect path to building a meaningful long-term financial planning practiceDog-friendly office (Aspen the Aussiedoodle is part of the team)Schedule: Monday through Thursday 8:00 AM – 5:00 PM, half-day Fridays (no weekends)Apply now to join a growing agency where you can build a career, not just hit numbers.Job Type: Full-timeBenefits:401(k) with Roth option and employer matchHealth insuranceDental insuranceVision insurancePaid time offPaid holidaysHalf-day FridaysLicensing, E&O, and continuing education reimbursementLicense/Certification:FINRA Series 6 (Required)FINRA Series 65 (Required)Life and Health Insurance License (Required)Ability to Commute:Longmont, CO 80501 (Required)Work Location: In person