Financial Services Rep & Advisor – Client Growth & Planning

T Broyles Ins and Fin Svcs Inc; McDonough (GA); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Vision insurance

Job summary

State Farm is seeking a Registered Representative Team Member in McDonough, GA to market financial products, educate customers on options, and drive growth for the local agency. You will build client relationships and provide investment, retirement, and financial planning solutions while complying with regulations.

The role emphasizes sales goals, customer service excellence, and ongoing client reviews. Licensing is required, with compensation including salary plus commission and benefits.

Qualifications

• Bachelor's degree in finance, economics, accounting, or related field preferred (not required).
• Must already be fully licensed and experienced as a Registered Representative and/or Investment Advisor Representative.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Successful track record of meeting sales goals/quotas preferred.

Responsibilities

• Educating and providing investment options based on customer's needs and wants
• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Sales experience

Customer service

Communication skills

Analytical skills

Mathematical skills

MS Office

Licensing experience

Financial legislation knowledge

Education

Bachelor's degree in finance/economics/accounting/related field

Tools

Microsoft Office

Job description

State Farm is seeking a Registered Representative Team Member in McDonough, GA to market financial products, educate customers on options, and drive growth for the local agency. You will build client relationships and provide investment, retirement, and financial planning solutions while complying with regulations.

The role emphasizes sales goals, customer service excellence, and ongoing client reviews. Licensing is required, with compensation including salary plus commission and benefits.