Financial Services Representative - State Farm Agent Team Member

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

Job summary

A leading company is seeking to hire a Financial Services Representative. You will provide clients with financial planning and investment advice while supporting compliance with financial regulations. Ideal candidates have 3+ years of financial services experience and strong analytical and communication skills. Join a dynamic team focused on helping people manage everyday risks and achieve their financial goals.

Qualifications

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

Responsibilities

• Provide clients with financial planning and investment advice.
• Assist clients 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 7 License

FINRA Series 63 License

Job description

Join to apply for the Financial Services Representative - State Farm Agent Team Member role at State Farm Agent.

10 months ago Be among the first 25 applicants.

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Paul Sheets - State Farm Agent, you will successfully market financial products that manage everyday risks. Your knowledge of financial products supports your sales-minded and consultative approach to educating customers on their financial options. Your analytical skills make you a valuable resource to customers and a strong addition to a successful agency.

Responsibilities

• Provide clients with financial planning and investment advice.
• Assist clients 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.
• Strong analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

Our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We are located in Gray, GA, and assist customers with their insurance and financial needs, including:

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

State Farm agents are independent contractors who hire their own employees. Employees are not State Farm employees. Agents are responsible for employment decisions.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Insurance