Bilingual Financial Planner (Spanish) – Retirement

State Farm Insurance Companies; Norcross (GA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Paid time off after 90 days

Paid major holidays (7 days)

Life insurance after 90 days

Job summary

State Farm agency in Norcross, GA is seeking a Licensed Bilingual Financial Services Representative to focus on financial planning, investment-related services, and long-term client relationships. Active Series 65/6/63 licenses are required, with relevant insurance licenses preferred or willingness to obtain.

The role emphasizes cross-selling, advisory services, and compliant client guidance. Ideal candidate has 2+ years in financial services or wealth management, bilingual in English/Spanish,

Qualifications

• Active Series 65, 6, and/or 63 licenses required.
• Property & Casualty and Life & Health licenses preferred or willingness to obtain.
• Experience in financial services or wealth management preferred.
• Strong consultative sales and relationship-building skills.
• Knowledge of retirement planning, annuities, mutual funds or financial products a plus.
• Self-motivated, goal-oriented, and professional.
• Strong communication and client advisory skills.

Responsibilities

• Provide financial services guidance including retirement planning, investment-related products, and insurance-based financial solutions.
• Develop and maintain long-term client relationships.
• Conduct financial needs analysis and recommend appropriate products and strategies.
• Cross-sell financial services to existing insurance clients.
• Generate new business through referrals, networking, and prospecting.
• Conduct policy reviews, account reviews, and financial planning discussions.
• Maintain compliance with FINRA and state insurance regulations.
• Meet or exceed production, sales, and revenue goals.

Skills

Bilingual Spanish

Consultative sales

Relationship-building

Client advisory

Communication skills

Job description

State Farm agency in Norcross, GA is seeking a Licensed Bilingual Financial Services Representative to focus on financial planning, investment-related services, and long-term client relationships. Active Series 65/6/63 licenses are required, with relevant insurance licenses preferred or willingness to obtain.

The role emphasizes cross-selling, advisory services, and compliant client guidance. Ideal candidate has 2+ years in financial services or wealth management, bilingual in English/Spanish,