Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Newnan (GA); On-site; USD 70,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Trey Rhodes - State Farm Agent in Newnan, GA is seeking a Financial Services Representative to market and educate customers on financial products. You will consult on planning, investments, and risk management, while aligning with regulatory standards.

The role offers commission/bonus opportunities and a pathway for growth within the agency. The office emphasizes client service, teamwork, and ongoing training.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.
• Excellent interpersonal and verbal/written communication.
• Ability to work in a team environment and multi-task.

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

Excellent interpersonal skills

Self-motivated

Detail oriented

Proactive problem solving

Ability to multi-task

Team oriented

3+ years experience in financials

Tools

Series 6/63/65 or SIE licenses

Job description

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Trey Rhodes - 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

• Health insurance
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary

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.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.
• Benefits*
• Salary plus commission/bonus
• Health benefits
• Paid time off (vacation and personal/sick days)
• Valuable experience
• Growth potential/Opportunity for advancement within my office
• Requirements*
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Pride in getting work done accurately and timely
• Ability to work in a team environment
• Ability to multi-task
• Insurance Experience Preferred*
• About Our Agency*
• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
• Our office is located in Newnan, GA.
• I have been a State Farm agent since 1999.
• I am a third generation State Farm agent.
• I am a proud graduate of University of Georgia.
• Our agency has received awards including: Chairman's Circle, Ambassador Travel, Honor Club, SVP Club, and Bronze Tablet

Compensation

Compensation: $70,000.00 - $105,000.00 per year

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.

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.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.