Financial Services Representative - State Farm Agent Team Member

Treyrhodes; Newnan (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Health benefits

Paid time off

Valuable experience

Growth potential/advancement

Job summary

Trey Rhodes - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on options. This role supports growth for the agency in Newnan, GA, with a consultative approach to managing everyday risks.

You will consult on planning, assist with asset allocation, and perform financial reviews while staying compliant with regulations. Licensing (Series 6/63/65 or SIE) is preferred.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• SIE, Series 6/63/65, and other relevant certifications.

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

3+ years experience

Education

SIE, Series 6/63/65 licenses

Job description

Benefits

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

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.

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-motivatedDetail oriented
• Proactive in problem solving
• Pride in getting work done accurately and timely
• Ability to work in a team environment
• Ability to multi-task

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

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.