Financial Services Representative - State Farm Agent Team Member

Ryan Young - State Farm Insurance Agent; Kennesaw (GA); On-site; USD 48,000 - 64,000; 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

Ryan Young - State Farm Agent is hiring a Financial Services Representative to market and educate clients on financial products that cover everyday risks, using a consultative approach.

You will assist customers with portfolio considerations, conduct reviews, and ensure compliance with regulations while aiming for growth and high-quality service.

This role offers benefits and opportunities for advancement in a supportive State Farm agency environment.

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

Job description

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.

BENEFITS

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

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.