Financial Services Advisor - Growth, Benefits & Bonus

Trey Rhodes; Newnan (GA); Hybrid; USD 70,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Performance bonus

Training & development

Competitive salary

Commission-based pay

Job summary

Trey Rhodes - State Farm Agent in Newnan, GA, is seeking a Financial Services Representative to market and educate customers on financial options. You will apply your sales-minded, consultative approach to help clients manage risks and plan for their futures.

This full-time role emphasizes compliance and customer service within a State Farm agency, offering training, benefits, and potential growth within the office.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Job description

Trey Rhodes - State Farm Agent in Newnan, GA, is seeking a Financial Services Representative to market and educate customers on financial options. You will apply your sales-minded, consultative approach to help clients manage risks and plan for their futures.

This full-time role emphasizes compliance and customer service within a State Farm agency, offering training, benefits, and potential growth within the office.