Financial Services & Insurance Advisor - Growth Career

Evan Profeta - State Farm Agent; Cumming (GA); Sur place; USD 100 000 - 150 000; Plein temps

Avantages offerts par ce poste

Paid time off

401(k) matching

Bonus based on performance

Résumé du poste

Evan Profeta - State Farm Agent in South Forsyth, GA is seeking a motivated Financial Services Representative to join our growing team. This role blends insurance and financial services to help clients achieve their financial goals through personalized planning and expanded service offerings.

The role focuses on building client relationships, discussing retirement and protection strategies, and driving growth with a commission-based earning potential, including opportunities with licenses and

Qualifications

• Experience or interest in financial services, investments, banking, insurance, or wealth management.
• Willingness to obtain, or already hold, required Property & Casualty and/or Life & Health insurance licenses and/or a Series 63, Series 65, or other financial services certifications.
• Strong sales ability with production goals and commission-driven mindset.
• Ability to build and maintain client relationships and qualify opportunities.

Responsabilités

• Build and maintain client relationships.
• Conduct conversations around financial goals, protection planning, and retirement needs.
• Identify opportunities for insurance and financial services solutions.
• Generate new business through referrals, marketing, and relationship-building.
• Meet production and growth goals.
• Cross-sell insurance and financial services products.
• Maintain an active sales pipeline and follow-up process.

Connaissances

Sales experience

Communication

Relationship building

Goal-oriented

Description du poste

Evan Profeta - State Farm Agent in South Forsyth, GA is seeking a motivated Financial Services Representative to join our growing team. This role blends insurance and financial services to help clients achieve their financial goals through personalized planning and expanded service offerings.

The role focuses on building client relationships, discussing retirement and protection strategies, and driving growth with a commission-based earning potential, including opportunities with licenses and