Financial Services Representative - State Farm Agent Team Member

Kim Mays - State Farm Agent; Stockbridge (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Kim Mays - State Farm Agent is seeking an experienced financial services professional to consult on financial planning, life and health insurance, and long‑term protection strategies. Build strong customer relationships and guide clients toward secure financial futures.

Ideal candidates enjoy meaningful conversations with customers, possess strong analytical skills, and can tailor product mixes to client needs while maintaining regulatory compliance.

Qualifications

• Active Life & Health license required.
• FINRA Series 6/63/65 or SIE license required.
• Experience in financial services and/or insurance preferred.
• Strong communication and analytical skills essential.
• Professional, trustworthy and customer‑focused demeanor.

Responsibilities

• Consult customers on financial planning, investment options and life/health insurance.
• Assist with portfolio management, asset allocation and risk management.
• Conduct financial reviews and recommend personalized product solutions.
• Maintain compliance with financial and insurance regulations.
• Perform needs analysis and engage in sales conversations.

Skills

Consult customers on financial plann

Portfolio management

Life & health insurance knowledge

Regulatory compliance awareness

Strong communication

Education

Active Life & Health license

FINRA Series 6/63/65 or SIE license

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

Position Overview:

Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Key Responsibilities:

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Perform customer needs analysis and engage in sales conversations

Preferred Qualifications:

• Active Life & Health license
• FINRA Series 6/63/65 or SIE license
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.