Financial Services Rep & Planning Advisor — 401(k) Match

Mydowntownagency; 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

Competitive salary

Dental insurance

Salary plus commission/bonus

Growth potential/Advancement

Job summary

My downtown agency in McDonough, GA seeks a Registered Representative – State Farm Agent Team Member to market financial products and educate customers on options. You will build client relationships and support investment, retirement, and financial planning solutions while complying with regulatory requirements.

Responsibilities include educating customers on investment options, working with the agent to meet marketing goals, and developing leads, scheduling appointments, identifying needs, and

Qualifications

• Bachelor's degree preferred; not required.
• Must be licensed and experienced as a Registered Representative and/or Investment Advisor Representative.
• Proven experience as a financial services representative.
• Sound knowledge of financial legislation.
• Proficient in Microsoft Office applications.
• Strong mathematical skills and analytical abilities.
• Track record of meeting sales goals and quotas preferred.
• Effective communication and excellent customer service skills.

Responsibilities

• Educate and provide investment options based on customer 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

Analytical skills

Excellent communication

Customer service

Mathematical proficiency

Education

Bachelor's degree (finance or related)

Tools

Microsoft Office

Job description

My downtown agency in McDonough, GA seeks a Registered Representative – State Farm Agent Team Member to market financial products and educate customers on options. You will build client relationships and support investment, retirement, and financial planning solutions while complying with regulatory requirements.

Responsibilities include educating customers on investment options, working with the agent to meet marketing goals, and developing leads, scheduling appointments, identifying needs, and