Registered Representative – State Farm Agent Team Member

Mydowntownagency; McDonough (GA); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Vision insurance

Competitive salary

Dental insurance

Salary plus commission/bonus

Growth potential/Advancement

Job summary

My downtown agency in McDonough, GA seeks a Registered Representative – State Farm Agent Team Member to market financial products and educate customers on options. You will build client relationships and support investment, retirement, and financial planning solutions while complying with regulatory requirements.

Responsibilities include educating customers on investment options, working with the agent to meet marketing goals, and developing leads, scheduling appointments, identifying needs, and

Qualifications

• Bachelor's degree preferred; not required.
• Must be licensed and experienced as a Registered Representative and/or Investment Advisor Representative.
• Proven experience as a financial services representative.
• Sound knowledge of financial legislation.
• Proficient in Microsoft Office applications.
• Strong mathematical skills and analytical abilities.
• Track record of meeting sales goals and quotas preferred.
• Effective communication and excellent customer service skills.

Responsibilities

• Educate and provide investment options based on customer needs and wants.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Analytical skills

Excellent communication

Customer service

Mathematical proficiency

Education

Bachelor's degree (finance or related)

Tools

Microsoft Office

Job description

Registered Representative – State Farm Agent Team Member

Full Time in McDonough (Ola) - GA

ROLE DESCRIPTION Position is located in McDonough, GA 30252.

As a with , 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.

Build Client relationships and provide investment, retirement, and financial planning solutions tailored to individual goals. Develop new business, conduct ongoing client reviews, and deliver trusted financial guidance while meeting all regulatory and compliance requirements.

With nearly two decades of experience. We have a team and culture that is based on winning each day by discovering the needs of our customers and providing options to help protect their assets and income so they can accomplish their life goals.

RESPONSIBILITIES

• Educating and providing investment options based on customer's needs and wants
• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

QUALIFICATIONS

• Bachelor's degree in finance, economics, accounting, or a related field preferred (not required).
• Must already be fully licensed and experienced as a Registered Representative and/or Investment Advisor Representative. licenses.
• Proven experience working as a financial services representative.
• Sound knowledge of financial legislation.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Successful track record of meeting sales goals/quotas preferred
• Effective communication skills.
• Exceptional customer service skills.

BENEFITS

• 401(k) matching
• Bonus based on performance
• Health insurance
• Paid time off
• Vision insurance
• Competitive salary
• Dental insurance
• Salary plus commission/bonus
• Growth potential/Opportunity for advancement within my office
• Health benefits

Compensation $60,000.00 - $100,000.00 per year