Financial Services Advisor — Insurance & Investments

Tim Broyles - State Farm Agent; McDonough (GA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Paid time off

Bonus based on performance

Growth potential

Job summary

Tim Broyles - State Farm Agent in McDonough, Georgia is seeking a skilled financial services representative to market financial products and educate customers about their options. This role involves using a consultative approach focused on customer needs. Candidates should have strong mathematical, analytical, and communication skills.

Qualifications include a bachelor’s degree in a relevant field and the ability to obtain necessary licenses. The position offers benefits such as health insurance, 401(k) matching, and opportunities for advancement.

Qualifications

• Must obtain relevant financial service licenses.
• Proven experience as a financial services representative.
• Sound knowledge of financial legislation.

Responsibilities

• Educate customers about insurance options using a needs-based review process.
• Establish and meet marketing goals.
• Develop leads and market appropriate products and services.

Skills

Customer service skills

Analytical skills

Communication skills

Mathematical skills

Organizational skills

Education

Bachelor's degree in finance, economics, accounting, or a related field

Tools

Microsoft Office applications

Job description

Tim Broyles - State Farm Agent in McDonough, Georgia is seeking a skilled financial services representative to market financial products and educate customers about their options. This role involves using a consultative approach focused on customer needs. Candidates should have strong mathematical, analytical, and communication skills.

Qualifications include a bachelor’s degree in a relevant field and the ability to obtain necessary licenses. The position offers benefits such as health insurance, 401(k) matching, and opportunities for advancement.