Financial Services Representative - State Farm Agent Team Member

Brian Brakefield - State Farm Agent; McDonough (GA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Brian Brakefield State Farm Agent in McDonough, GA is seeking a Financial Services Representative to market and educate customers on financial products that manage everyday risks. You will support sales-minded and consultative approaches while leveraging analytical precision to serve clients across Georgia and neighboring states.

With 3+ years in financial services and FINRA licenses, you will grow with a team focused on integrity, growth, and exceptional customer experiences in a pet-friendly,

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 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

Financial services experience

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

ABOUT OUR AGENCY:

Welcome to the Brian Brakefield State Farm Agency in McDonough, GA! Our team proudly serves customers across Georgia, Florida, Alabama, Tennessee, and South Carolina, providing auto, home, renters, life, health, and commercial insurance.

Our agency is led by Brian Brakefield, a State Farm Agent since 2010 with over 21 years of industry experience. Brian is a Multi-Year CC Qualifier, Ambassador Travel Qualifier, SVP Club recipient, and NAIFA Quality Award recipient. As a United States Army and Clayton County Police Department Veteran, Brian leads with integrity, discipline, and a deep commitment to protecting families and serving the community.

We are a team that values professionalism, accountability, and exceptional customer service. Whether assisting customers relocating to Georgia, Florida, Tennessee, South Carolina or Alabama we pride ourselves on making insurance simple, transparent, and personalized.

Our office culture is built on:

• Being Highly Driven
• Team collaboration and support
• Community involvement
• Continuous growth and development
• Delivering remarkable customer experiences

We work hard, but we also enjoy building relationships with our customers and with each other. Our pet-friendly office creates a welcoming environment, and we believe in balancing productivity with positivity.

If you are organized, motivated, process-oriented, and passionate about helping others protect what matters most, you may be a perfect fit for our growing team.

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Brian Brakefield - 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 7 and 63 licenses.