Financial Services Representative - State Farm Agent Team Member

Brian Moscaritolo - State Farm Agent; Roswell (GA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Brian Moscaritolo - State Farm Agent in Roswell, GA is seeking a Financial Services Representative to build wealth and protect futures. In this full-time position, you will engage with clients on retirement planning, investment strategies, and life insurance solutions, focusing on building long-lasting relationships.

Ideal candidates will hold active Life & Health Licenses and possess strong communicative and consultative skills, thriving in a production-oriented environment. We offer competitive compensation with commission and performance bonuses.

Qualifications

• Proven success in financial services, investment sales, retirement planning, or life insurance sales.
• Strong consultative selling and relationship-building skills.
• Ability to explain complex financial concepts clearly.
• Goal-oriented with a drive to grow production and revenue.
• Excellent communication, presentation, and interpersonal skills.

Responsibilities

• Conduct comprehensive financial reviews to understand client goals.
• Present investment products and retirement strategies tailored to client needs.
• Recommend life insurance strategies for financial protection.
• Generate new opportunities through referrals and networking.
• Build long-term client relationships through ongoing reviews.

Skills

Financial services knowledge

Consultative selling

Relationship-building

Communication skills

Self-motivation

Education

Active Life & Health Insurance License

FINRA Series 6 and 63 licenses

Job description

Benefits

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

Position

Financial Services Representative – Investments, Life Insurance & Wealth Strategies | Brian Moscaritolo State Farm | Full-Time | In-Office

Build Wealth. Protect Futures. Grow Your Income.

We are looking for a consultative professional who can confidently discuss retirement planning, investment strategies, life insurance solutions, and overall financial protection while building lasting client relationships and driving agency growth.

This is a production-focused role offering significant earning potential for individuals who thrive in a results-oriented environment.

Position Overview

As a Financial Services Representative, you will work directly with clients to identify financial goals, evaluate protection needs, and recommend customized strategies that help individuals, families, and business owners achieve financial confidence.

In addition to financial services expertise, candidates must either hold an active Property & Casualty license or be willing to obtain one to support the agency\'s holistic approach to risk management and financial planning.

Licensing & Registration Requirements

Required:

• Active Life & Health Insurance License
• FINRA Series 6 and 63 licenses (or equivalent registrations)

Strongly Preferred:

• FINRA Series 65 license
• Prior experience in financial services, investment sales, retirement planning, or life insurance

Additional Requirement:

• Active Property & Casualty license preferred
• Candidates without a Property & Casualty license must be willing to obtain one with agency support

Responsibilities

• Financial Planning & Client Consultation: Conduct comprehensive financial reviews to understand client goals, risk tolerance, and long-term objectives
• Investment & Retirement Solutions: Present investment products, retirement strategies, and wealth accumulation solutions tailored to individual client needs
• Life Insurance Planning: Recommend life insurance strategies that help clients protect their families, businesses, and financial futures
• Business Development: Generate new opportunities through referrals, networking, existing client relationships, and agency marketing efforts
• Relationship Management: Build long-term client relationships through ongoing reviews, proactive communication, and exceptional service
• Compliance & Documentation: Maintain adherence to all insurance, securities, and financial services regulations while ensuring accurate documentation

Qualifications

• Proven success in financial services, investment sales, retirement planning, or life insurance sales
• Strong consultative selling and relationship-building skills
• Ability to explain complex financial concepts in a clear and client-friendly manner
• Goal-oriented with a strong drive to grow production and revenue
• Excellent communication, presentation, and interpersonal skills
• Self-motivated with strong organizational and follow-up habits
• Commitment to providing outstanding client experiences

What We Offer

• Competitive base compensation plus uncapped commission opportunities
• Performance bonuses and production incentives
• Access to an established client base and referral opportunities
• Supportive, growth-oriented agency culture
• Ongoing professional development and coaching
• Opportunity to build a long-term financial services practice within a successful State Farm agency

Equal Opportunity Employer

Brian Moscaritolo State Farm is an Equal Opportunity Employer and complies with all applicable federal, state, and local employment laws, including ADEA and EEOC guidelines. We are committed to providing equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected classification.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.