Financial Services Representative - State Farm Agent Team Member

Andy Jabaley - State Farm Agent; Woodstock (GA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Job summary

Andy Jabaley - State Farm Agent in Woodstock, GA seeks a Financial Services Representative to market financial products and educate customers on options. You will apply your licenses and sales mindset to build relationships and manage everyday risks.

Your analytical precision and customer focus help drive successful agency performance and compliant client service.

Qualifications

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

Responsibilities

• Consult customers on financial planning, investments, and insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Active Life license

FINRA 6/63/65 or SIE

Financial services experience

Communication skills

Customer-focused demeanor

Job description

Benefits:

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

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Andy Jabaley - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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 on financial planning, investment options, and life/health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

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