Financial Services Representative - State Farm Agent Team Member
About the role
As a Financial Services Representative – State Farm Agent Team Member with Trey Rhodes – 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.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
Benefits
- Salary plus commission/bonus
- Health benefits
- Paid time off (vacation and personal/sick days)
- Valuable experience
- Growth potential / Opportunity for advancement within the office
Pay
$70,000.00 – $105,000.00 per year
About Our Agency
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
Our office is located in Newnan, GA. I have been a State Farm agent since 1999 and am a third-generation State Farm agent. I am a proud graduate of the University of Georgia. Our agency has received awards including: Chairman’s Circle, Ambassador Travel, Honor Club, SVP Club, and Bronze Tablet.
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. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.