Financial Services Advisor: Planning & Insurance

Full Time in Stockbridge - GA Opportunity for advancement Paid time off Bonus based on performance Position Overview Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Key Responsibilities Consult customers on financial planning, investment options, and life/health insurance coverage Assist customers with portfolio management, asset allocation, and risk management strategies Conduct financial reviews and recommend personalized product solutions Maintain compliance with financial and insurance regulations Perform customer needs analysis and engage in sales conversations Preferred Qualifications Active Life & Health license FINRA Series 6/63/65 or SIE license Previous experience in financial services and/or insurance Strong communication and analytical skills Professional, trustworthy, and customer-focused demeanor If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you. Compensation $50,000.00 - $75,000.00 per year Financial Services Representative - State Farm Agent Team Member Full Time in Stockbridge - GA Responsive recruiter Benefits Opportunity for advancement Paid time off Training & development Bonus based on performance Competitive salary Flexible schedule Position Overview Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Key Responsibilities Consult customers on financial planning, investment options, and life/health insurance coverage Assist customers with portfolio management, asset allocation, and risk management strategies Conduct financial reviews and recommend personalized product solutions Maintain compliance with financial and insurance regulations Perform customer needs analysis and engage in sales conversations Preferred Qualifications Active Life & Health license FINRA Series 6/63/65 or SIE license Previous experience in financial services and/or insurance Strong communication and analytical skills Professional, trustworthy, and customer-focused demeanor If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you. Compensation $50,000.00 - $75,000.00 per year Apply Now 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 employmentdecisions regarding their employees. Join a community of good neighbors Make a difference in your community every day. Gain confidence and grow your dream career. Earn benefits and rewards that are second to none #J-18808-Ljbffr Kim Mays - State Farm Insurance Agent