Financial Services Representative - State Farm Agent Team Member

RYAN SCOTT - State Farm Agent; Dawsonville (GA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

RYAN SCOTT - State Farm Agent in Dawsonville is seeking a Financial Services Rep to market financial products and consult customers on financial options. Ideal candidates will have 3+ years in financial services, strong analytical skills, and communication abilities.

This position offers a flexible schedule and opportunities for advancement. Join a positive team dedicated to understanding clients' needs and providing exceptional financial services.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Knowledge of FINRA regulations.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Education

FINRA Series 7 and 63 licenses preferred

Job description

Benefits

• Bonus based on performance
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

About Us

We have serviced Dawsonville and surrounding areas since 2017. We believe in taking the time to understand our clients’ needs and ensuring they are protected against the unexpected. We bring a positive and friendly approach to insurance. We work hard but have fun doing it. We celebrate our wins and work as a team. If you want to be on a positive, hard working team, this could be a good fit.

Role Description

As a Financial Services Rep with Ryan Scott State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.