Financial Services Representative - State Farm Agent Team Member

Paullavelle; Georgia; On-site; USD 30,000 - 75,000; Full time

Benefits offered by this job

Simple IRA

Life insurance

Bonus based on performance

Opportunity for advancement

Paid time off

Competitive salary

Flexible schedule

Training & development

Job summary

Paullavelle in Watkinsville, GA is seeking a Financial Services Representative - State Farm Agent Team Member. The role includes consulting on financial planning and investment options while presenting tailored insurance solutions to meet customer needs.

The ideal candidate will possess an Active Life & Health license and have previous experience in financial services. This position offers a competitive salary and benefits such as a Simple IRA, life insurance, and opportunities for advancement.

Qualifications

• Active Life & Health license (required or ability to obtain quickly).
• FINRA Series 6/63/65 or 7 license preferred.
• Previous experience in financial services and/or insurance.

Responsibilities

• Consult customers on financial planning, investment options, and insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Communication skills

Analytical skills

Customer-focused demeanor

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Watkinsville, GA

Benefits

• Simple IRA
• Life insurance
• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Competitive salary
• Flexible schedule
• Training & development

As a Financial Services Representative - State Farm Agent Team Member with Paul Lavelle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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 on financial planning, investment options, and life/health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Qualifications

• Active Life & Health license (required or ability to obtain quickly)
• FINRA Series 6/63/65 or 7 license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer‑focused demeanor

Compensation: $30,000.00 - $75,000.00 per year