Financial Services Advisor — Flexible Schedule & Growth

Paullavelle; Georgia; On-site; USD 30,000 - 75,000; Full time

Benefits offered by this job

Simple IRA

Life insurance

Bonus based on performance

Opportunity for advancement

Paid time off

Competitive salary

Flexible schedule

Training & development

Job summary

Paullavelle in Watkinsville, GA is seeking a Financial Services Representative - State Farm Agent Team Member. The role includes consulting on financial planning and investment options while presenting tailored insurance solutions to meet customer needs.

The ideal candidate will possess an Active Life & Health license and have previous experience in financial services. This position offers a competitive salary and benefits such as a Simple IRA, life insurance, and opportunities for advancement.

Qualifications

• Active Life & Health license (required or ability to obtain quickly).
• FINRA Series 6/63/65 or 7 license preferred.
• Previous experience in financial services and/or insurance.

Responsibilities

• Consult customers on financial planning, investment options, and insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Communication skills

Analytical skills

Customer-focused demeanor

Job description

Paullavelle in Watkinsville, GA is seeking a Financial Services Representative - State Farm Agent Team Member. The role includes consulting on financial planning and investment options while presenting tailored insurance solutions to meet customer needs.

The ideal candidate will possess an Active Life & Health license and have previous experience in financial services. This position offers a competitive salary and benefits such as a Simple IRA, life insurance, and opportunities for advancement.