Financial Services Representative - State Farm Agent Team Member

Trey Rhodes; Newnan (GA); Hybrid; USD 70,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Performance bonus

Training & development

Competitive salary

Commission-based pay

Job summary

Trey Rhodes - State Farm Agent in Newnan, GA, is seeking a Financial Services Representative to market and educate customers on financial options. You will apply your sales-minded, consultative approach to help clients manage risks and plan for their futures.

This full-time role emphasizes compliance and customer service within a State Farm agency, offering training, benefits, and potential growth within the office.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• 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.

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Newnan - GA

Replies within 24 hours

Benefits

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

Additional 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 solvingPride 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.

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

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