Registered Representative – State Farm Agent Team Member

T Broyles Ins and Fin Svcs Inc

McDonough (GA)

Hybrid

USD 60,000 - 100,000

Full time

2 days ago
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Benefits offered by this job

401(k) matching
Bonus based on performance
Health insurance
Paid time off
Vision insurance

Job summary

State Farm is seeking a Registered Representative Team Member in McDonough, GA to market financial products, educate customers on options, and drive growth for the local agency. You will build client relationships and provide investment, retirement, and financial planning solutions while complying with regulations.

The role emphasizes sales goals, customer service excellence, and ongoing client reviews. Licensing is required, with compensation including salary plus commission and benefits.

Qualifications

  • Bachelor's degree in finance, economics, accounting, or related field preferred (not required).
  • Must already be fully licensed and experienced as a Registered Representative and/or Investment Advisor Representative.
  • 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.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred.

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.

Skills

Sales experience
Customer service
Communication skills
Analytical skills
Mathematical skills
MS Office
Licensing experience
Financial legislation knowledge

Education

Bachelor's degree in finance/economics/accounting/related field

Tools

Microsoft Office

Job description

Registered Representative – State Farm Agent Team Member

Full Time in McDonough (Ola) - GA

  • 401(k) matching
  • Bonus based on performance
  • Health insurance
  • Paid time off
  • Vision insurance
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.
About the job 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.
Why work here? 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.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred
BENEFITS
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Growth potential/Opportunity for advancement within my office
Compensation $60,000.00 - $100,000.00 per year
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