Financial Services Representative - State Farm Agent Team Member

Ryanyoungsf; Georgia; On-site; USD 65,000 - 150,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Signing bonus

Training & development

Job summary

Ryanyoungsf is seeking a Financial Services Representative to join their State Farm agent team in Kennesaw, GA. This full-time position involves consulting customers on financial planning, assisting with asset allocation, and conducting financial reviews. The ideal candidate will have over 3 years of financial services experience and strong analytical skills. The compensation ranges from $65,000 to $150,000 per year, and attractive benefits such as 401(k) matching and performance bonuses are provided.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Preferred: FINRA Series 65 and 63 licenses.

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

Tools

FINRA Series 65 license

FINRA Series 63 license

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Kennesaw - GA

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Signing bonus
• Training & development

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Ryan Young - State Farm Agent, 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 65 and 63 licenses preferred.

Compensation: $65,000.00 - $150,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents/employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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