Financial Services Representative - State Farm Agent Team Member

Tyler Thomason - State Farm Agent; Woodstock (GA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Health insurance

Flexible schedule

Paid time off

Training & development

Opportunity for advancement

Job summary

Tyler Thomason - State Farm Agent in Woodstock, Georgia, is seeking a Financial Services Representative to effectively market financial products that help manage everyday risks.

You will educate customers on financial options using your analytical skills and create tailored solutions to meet their needs. The role emphasizes compliance with financial regulations and offers a supportive team environment with growth opportunities.

Qualifications

• 2+ years of experience in financial services preferred.
• Strong analytical and communication skills.
• FINRA Series 7 and 63 licenses required.

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

Job description

Benefits

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

Role Description

As a financial services representative 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

• 2+ years of experience in financial services preferred.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses.

What We Offer

• Competitive base salary plus commission and bonuses
• Professional development and training opportunities
• A positive and supportive team environment
• Growth opportunities