Financial Services Representative - State Farm Agent Team Member

Ryan Young - State Farm Agent; Kennesaw (GA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Performance bonus

Competitive salary

Advancement opportunities

Paid time off

Signing bonus

Training & development

Job summary

Ryan Young - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on options. You will apply analytical precision and a sales-minded, consultative approach to helping clients manage daily risks.

Responsibilities include consulting on planning and investment options, portfolio management, and conducting financial reviews while maintaining regulatory compliance.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 65 and 63 licenses preferred.

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 65/63 licenses preferred

Job description

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.