Financial Services Representative - State Farm Agent Team Member

Daniel Lauger - State Farm Agent; Milton (GA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Company parties

Employee discounts

Free food & snacks

Job summary

Daniel Lauger State Farm Agent in Milton, GA is seeking a Financial Services Representative to market financial products, educate customers on options, and support wealth growth while maintaining compliance. The role emphasizes a sales-minded, consultative approach with analytical precision.

The ideal candidate will hold required licenses (Series 6/63/65 or SIE and Life & Health) and excel in a base-plus-commission environment, contributing to agency success and customer financial well-being.

Qualifications

• Analytical and communication skills are required.
• Ability to work in a Base + Commission environment.
• Licenses in Series 6/63/65 or SIE and Life & Health 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

Sales mindset

Education

Series 6/63/65 licenses / SIE

Life & Health Producer License

Job description

Benefits:

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Company parties
• Employee discounts
• Free food & snacks

ROLE DESCRIPTION:

As a Financial Services Representative with Daniel Lauger State Farm, you will successfully market the financial products that manage everyday risks and grow wealth for State Farm customers. 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:

• Ability to work in a Base + Commission environment.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• Life & Health Producers License
• SIE, Series 6/63/65, and other relevant certifications.