Financial Services Advisor: Planning & Insurance

Kim Mays - State Farm Insurance Agent; Stockbridge (GA); Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

State Farm in Stockbridge, GA is seeking a motivated Financial Services Representative to consult clients on financial planning, life and health insurance, and long-term protection strategies. You will guide customers through portfolio management, asset allocation, and risk management, ensuring personalized product solutions.

The role emphasizes meaningful client conversations, strong analytical skills, and a high level of professionalism, with opportunities for advancement and a competitive

Qualifications

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

Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Perform customer needs analysis and engage in sales conversations

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Job description

Full Time in Stockbridge - GA

• Opportunity for advancement
• Paid time off
• Bonus based on performance

Position Overview
Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Key Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Perform customer needs analysis and engage in sales conversations

Preferred Qualifications

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

If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.

Compensation $50,000.00 - $75,000.00 per year

Financial Services Representative - State Farm Agent Team Member

Full Time in Stockbridge - GA

Responsive recruiter Benefits

• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

Position Overview
Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Key Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Perform customer needs analysis and engage in sales conversations

Preferred Qualifications

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

If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you. Compensation $50,000.00 - $75,000.00 per year



Apply Now State Farm agents are independent contractors who hire their own employees. State Farm agents’employees are not employees of State Farm. Agents are responsible for and make all employmentdecisions regarding their employees.

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