Financial Services Advisor | Insurance & Investments

Shane Dekle; Athens (GA); Vor Ort; USD 40.000 - 55.000; Vollzeit

Benefits dieser Stelle

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Zusammenfassung

Shane Dekle, a State Farm Agent team, seeks a Registered Representative to market financial products, educate customers on options, and support daily agency operations from Athens, GA. You will apply a sales-minded, consultative approach to help clients manage risks and protect assets.

The role emphasizes licensing, client education, and compliance, with opportunities for advancement and salary that reflects performance. A strong customer-focused demeanor and analytical mindset are essential.

Qualifikationen

• Active Life & Health license is required or ability to obtain quickly.
• FINRA Series 6/63/65 or SIE license preferred.
• Previous experience in financial services and/or insurance.
• Strong communication and analytical skills.
• Professional, trustworthy, and customer-focused demeanor.

Aufgaben

• Consult customers on financial planning, investment options, and life/health 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.

Kenntnisse

Sales skills

Customer service

Communication

Analytical skills

Jobbeschreibung

Shane Dekle, a State Farm Agent team, seeks a Registered Representative to market financial products, educate customers on options, and support daily agency operations from Athens, GA. You will apply a sales-minded, consultative approach to help clients manage risks and protect assets.

The role emphasizes licensing, client education, and compliance, with opportunities for advancement and salary that reflects performance. A strong customer-focused demeanor and analytical mindset are essential.