Bilingual Financial Services Representative - Spanish

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

Repost Job Date: 7/24/2026 5:17:02 PM

Location: NORCROSS, GA, 30093

Salary: $50000.0 - $100000.0/year

Experience: 2 Year(s)

Established State Farm agency is hiring a Licensed Bilingual (Spanish) Financial Services Representative with active Series 65, 6, and/or 63 licenses. This role focuses on financial planning, investment-related services, insurance-based financial solutions, and long-term client relationship management. We are seeking a motivated, licensed professional with experience in financial services, investment sales, insurance sales, or wealth management who is passionate about helping clients build and protect their financial future.

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 prospectingConduct policy reviews, account reviews, and financial planning discussions
• Maintain compliance with all FINRA and state insurance regulations
• Meet or exceed production, sales, and revenue goals

Qualifications

• Active Series 65, 6, and/or 63 license required
• Property & Casualty and Life & Health licenses preferred or willingness to obtain
• Experience in financial services, investment sales, insurance sales, 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
• Paid time off (accrual after 90 days of employment)
• Paid major holidays (7 days)
• Life Insurance (after 90 days of employment)
• Career growth within the financial services and insurance industry

About Us

Our State Farm agency is committed to helping individuals, families, and small businesses protect and grow their financial future through personalized insurance and financial services. We specialize in auto insurance, home insurance, life insurance, small business coverage, retirement planning, and financial services solutions. Our team is dedicated to providing clear guidance, personalized recommendations, and long-term client relationships built on trust and integrity. We serve a diverse community and proudly offer bilingual support (English and Spanish). Our culture emphasizes professionalism, growth, and a strong customer-first approach.