Financial Services Advisor - Wealth & Risk Planning

Daniel Lauger - State Farm Agent; Milton (GA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Company parties

Employee discounts

Free food & snacks

Job summary

Daniel Lauger State Farm Agent in Milton, GA is seeking a Financial Services Representative to market financial products, educate customers on options, and support wealth growth while maintaining compliance. The role emphasizes a sales-minded, consultative approach with analytical precision.

The ideal candidate will hold required licenses (Series 6/63/65 or SIE and Life & Health) and excel in a base-plus-commission environment, contributing to agency success and customer financial well-being.

Qualifications

• Analytical and communication skills are required.
• Ability to work in a Base + Commission environment.
• Licenses in Series 6/63/65 or SIE and Life & Health licenses are preferred.

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.

Skills

Analytical skills

Sales mindset

Education

Series 6/63/65 licenses / SIE

Life & Health Producer License

Job description

Daniel Lauger State Farm Agent in Milton, GA is seeking a Financial Services Representative to market financial products, educate customers on options, and support wealth growth while maintaining compliance. The role emphasizes a sales-minded, consultative approach with analytical precision.

The ideal candidate will hold required licenses (Series 6/63/65 or SIE and Life & Health) and excel in a base-plus-commission environment, contributing to agency success and customer financial well-being.