Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Kennesaw (GA); 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

A local financial services agency in Kennesaw, GA seeks a Financial Services Representative to assist clients in financial planning and investment choices. The role requires 3+ years of financial services experience and strong analytical and communication skills, with a preference for FINRA Series 65 and 63 licenses. The position offers a competitive salary ranging from $65,000 to $150,000, along with numerous benefits including 401(k) matching, performance bonuses, and opportunities for advancement.

Qualifications

• 3+ years of experience in financial services is required.
• Strong analytical and communication skills are necessary.
• FINRA Series 65 and 63 licenses are 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

Tools

FINRA Series 65 license

FINRA Series 63 license

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.

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

Team Mission

My Team's Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams. We Are Located In Kennesaw, GA And Help Customers With Their Insurance And Financial Services Needs, Including

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

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.