Financial Services Representative - State Farm Agent Team Member

RYAN SCOTT - State Farm Agent
Calhoun, GA

Job Description

Job Description

Benefits:

  • Bonus based on performance
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development
ABOUT US:
We have serviced Dawsonville and surrounding areas since 2017. We believe in taking the time to understand our clients needs and ensure they are protected against the unexpected. We bring a positive and friendly approach to insurance. We work hard but have fun doing it. We celebrate our wins and work as a team. If you want to be on a positive, hard working team, this could be a good fit.

ROLE DESCRIPTION:
As a Financial Services Rep with Ryan Scott State Farm, 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 7 and 63 licenses preferred.
Posted 2026-03-17

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