Financial Services Representative - State Farm Agent Team Member

Kaitlinponce; Atlanta (GA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Training & development

Job summary

Kaitlinponce is seeking a Financial Advisor to join their passionate team. The position offers a base salary, uncapped commission potential, and access to existing State Farm customer households. You'll provide comprehensive financial advice and build lasting relationships with clients.

The ideal candidate brings at least 2 years of financial services experience and required licenses (6, 63, and 65). The work is primarily in-office as part of a client-focused environment, supported by Wealth Academy training.

Qualifications

• Licenses 6, 63, and 65 required.
• Minimum 2 years of experience in financial services.
• Proven relationship-building and advisory skills.

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.

Skills

Relationship-building skills

Financial advisory skills

Judgment

Market knowledge

Education

Bachelor's degree

Tools

American Funds

BlackRock

Job description

Benefits

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

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