Registered Representative - State Farm Agent Team Member

Carter Nicholson - State Farm Agent; Buford (GA); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Parental leave

Signing bonus

Training & development

Vision insurance

401(k) matching

Competitive salary

Dental insurance

Flexible schedule

Job summary

Carter Nicholson - State Farm Agent is seeking a motivated Financial Services Representative to join the team. This role leverages an established book of business to drive financial conversations with existing customers.

You will educate clients on investment products, maintain compliance, build a strong pipeline, and grow relationships from day one. Flexible work-from-home options are available for the right candidate.

Qualifications

• Established book of business with existing customer relationships.
• Strong communication and relationship-building skills.
• Willingness to pursue financial conversations and goals.

Responsibilities

• Proactively work existing book to identify financial services opportunities.
• Educate customers on investment and financial products.
• Develop and maintain a strong pipeline of opportunities.
• Follow up to build long-term relationships.
• Stay knowledgeable about products, markets, and regulatory standards.
• Maintain accurate customer documentation and comply with standards.

Skills

Competitive

Results-Driven

Relationship-Focused

Sales-Minded

Self-Motivated

Coachable

Professional & Trustworthy

Communication

Organization

Analytical skills

Investing Interest

SIE Licensing

Job description

Benefits:

• Health insurance
• Paid time off
• Parental leave
• Signing bonus
• Training & development
• Vision insurance
• 401(k) matching
• Competitive salary
• Dental insurance
• Flexible schedule

Financial Services Representative

Established Book of Business — No Starting From Zero

ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Carter Nicholson - State Farm Agent, you’ll step into a financial services opportunity with something many professionals spend years trying to build:

An established book of business with existing customer relationships ready to be worked.

You are not starting from zero. Our agency already serves an established customer base, creating immediate opportunities to have meaningful financial conversations, uncover additional needs, deepen relationships, and help customers work toward their financial goals.

We provide the opportunity and customer base. You bring the drive, discipline, and ability to turn those opportunities into results.

We’re looking for a motivated, competitive, and relationship-driven professional who wants to build a successful career in financial services. You should enjoy working with people, setting and exceeding goals, and helping customers make smart decisions about their financial future.

This is an opportunity for someone who wants to produce, grow, and be rewarded for results while doing work that genuinely matters.

WHAT YOU’LL DO

• Proactively work our existing book of business to identify financial services opportunities.
• Build deeper relationships with customers who already do business with our agency.
• Conduct financial needs conversations to uncover goals, concerns, and opportunities.
• Educate customers on investment and financial products and recommend appropriate solutions.
• Develop and consistently work a strong pipeline of opportunities.
• Follow up with customers and turn conversations into long‑term relationships.
• Generate additional opportunities through referrals and relationship building.
• Stay knowledgeable about financial products, markets, and industry developments.
• Maintain accurate customer documentation and follow applicable compliance and regulatory standards.

WHAT WE’RE LOOKING FOR

• Competitive & Results‑Driven — You enjoy setting goals, producing results, and winning.
• Relationship‑Focused — You genuinely enjoy working with people and earning their trust.
• Sales‑Minded — You’re comfortable uncovering needs, making recommendations, following up, and asking for the business.
• Self‑Motivated — When you see an opportunity, you take ownership and pursue it.
• Coachable — You want feedback, training, and opportunities to become better at your craft.
• Professional & Trustworthy — You understand the responsibility that comes with helping customers make important financial decisions.
• Strong communication, organization, and analytical skills.
• Interest in investing, financial planning, and financial markets.
• SIE and/or Series 6, 63, or 65 licensing preferred.

WHY THIS OPPORTUNITY STANDS OUT

You don't have to spend years building a book before you have people to talk to.

You’ll have access to an established customer base with real relationships and real opportunities from day one.

That allows you to focus your energy on what matters:

Build relationships. Uncover needs. Provide solutions. Earn referrals. Produce results. Grow your career.

We want someone who sees an established book of business and thinks, “Give me the opportunity—I’ll go to work.”

If you’re ambitious, competitive, coachable, and ready to turn opportunity into results while helping customers build stronger financial futures, we want to meet you.

Flexible work from home options available.