Financial Services & Insurance Advisor — Growth Path

Talktoevan; Cumming (GA); On-site; USD 50,000 - 150,000; Full time

Benefits offered by this job

Paid time off

401(k) matching

Bonus based on performance

Job summary

Talktoevan in Cumming, GA is seeking a Financial Services Representative to join a State Farm agent team. You will build client relationships, conduct conversations around financial goals, protection planning, and retirement needs, and identify opportunities for insurance and financial services solutions.

This role combines insurance and financial services with an established client base and growth potential.

Qualifications

• Must have or be willing to obtain required Property & Casualty and/or Life & Health licenses and/or Series 63/65.
• Experience in financial services, banking, investments, or wealth management is preferred.
• Strong communication and relationship-building skills with sales focus.

Responsibilities

• Build and maintain client relationships.
• Discuss financial goals, protection, and retirement needs.
• Identify insurance and financial services opportunities.
• Generate new business through referrals, marketing, and networking.
• Meet production and growth goals.
• Cross-sell insurance and financial services products.
• Maintain an active sales pipeline and follow-up process.

Skills

Sales experience

Communication

Relationship-building

Goal-oriented

Education

Series 63/65 licenses (or willingness)

Job description

Talktoevan in Cumming, GA is seeking a Financial Services Representative to join a State Farm agent team. You will build client relationships, conduct conversations around financial goals, protection planning, and retirement needs, and identify opportunities for insurance and financial services solutions.

This role combines insurance and financial services with an established client base and growth potential.