Financial Services Representative - State Farm Agent Team Member

Kaitlin Ponce - State Farm Agent; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Base salary plus uncapped commissions

Access to existing State Farm customer

Wealth Academy Training

Investment options through American/Bl

Job summary

Kaitlin Ponce's State Farm Agency in Atlanta, GA is seeking a Securities Licensed Sales Team Member to provide comprehensive financial advice and planning to clients. This in-office role emphasizes building relationships, working with an established client base, and leveraging a base salary with uncapped commission.

Candidates should hold the Series 6, 63, and 65 licenses, have 2+ years in financial services, and preferably a Bachelor's degree.

Qualifications

• Hold Series 6, 63, and 65 licenses.
• 2+ years of financial services experience.
• Bachelor’s degree preferred.

Responsibilities

• Provide comprehensive financial advice and planning to clients.
• Build lasting relationships through proactive communication and trust.
• Partner with an experienced career agent to grow your business.
• Demonstrate sound judgment, market knowledge, and client-first integrity.

Skills

Licenses 6/63/65

Financial services experience

Education

Bachelor's degree

Job description

Benefits:

• Opportunity for advancement
• Training & development
• 401(k) matching
• Bonus based on performance
• Competitive salary

Securities Licensed Sales Team Member

Location: In Office:

Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.

Financial Advisor – Meaningful Career, Not Just a Job!

Join a passionate team where your financial expertise makes a real difference.

At Kaitlin Ponce's State Farm Agency we offer a unique model with a base salary, an existing book of clients, and world-class investment products—so you can focus on what you do best: helping people achieve financial confidence.

What We Offer:

• Base salary plus uncapped commission earning potential
• Access to existing State Farm customer households
• Wealth Academy Training and professional mentorship
• Investment options through American Funds and BlackRock

What You’ll Do:

• Provide comprehensive financial advice and planning to clients
• Build lasting relationships through proactive communication and trust
• Partner with an experienced career agent to grow your business
• Demonstrate sound judgment, market knowledge, and client-first integrity

What You’ll Bring/Job Requirements:

• 6, 63, and 65 Licenses
• 2+ years of financial services experience
• Proven relationship-building and advisory skills
• Bachelor’s degree preferred

Join a team where your skills are valued, your growth is supported, and your work truly matters.

**Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity**