Financial Services Representative - State Farm Agent Team Member McDonough - GA

Sddinsurance; McDonough (GA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Bonus based on performance

Job summary

State Farm is seeking a Financial Services Representative - State Farm Agent Team Member in McDonough, GA, to market financial products and educate customers on their options. You will bring a consultative, sales-minded approach and apply analytical precision to help clients manage risk.

This full-time role requires an active Life & Health license (or ability to obtain quickly) and preferably FINRA/SIE licensing.

Qualifications

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

Responsibilities

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

Skills

communication

analytical

customer-focused

trustworthy

Education

Life & Health license

FINRA Series 6/63/65 or SIE

experience in financial services/insurance

Job description

Full Time in McDonough - GA

• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance
• Bonus based on performance

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Sherry Dennard - 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 (required or ability to obtain quickly)
• FINRA Series 6/63/65 or SIE license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

Compensation $50,000.00 - $75,000.00 per year

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.