Jobs · Finance · Georgia

Financial Services Representative - State Farm Agent Team Member

Ryan Young - State Farm Insurance Agent · Kennesaw, GA · 1 wk ago
On-siteFinanceFull-time
Benefits: 401(k) matchingBonus based on performanceCompetitive salaryOpportunity for advancementPaid time offSigning bonusTraining & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ryan Young - State Farm Agent, 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. RESPONSIBILITIES: Consult customers with financial planning and investment options.Assist customers with portfolio management and asset allocation.Conduct financial reviews and recommend appropriate products.Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services.Analytical and communication skills.FINRA Series 65 and 63 licenses preferred.

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