Financial Services Representative – State Farm Agent Team Member
Employment type
Full-time
Work setting
On-site
Location
Gray, GA
Schedule
Day shift
Posted
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Job overview
The Financial Services Representative – State Farm Agent Team Member role is onsite in Gray, GA. Compensation is not specified. The position is with Paul Sheets - State Farm Agent. The representative markets financial products and uses product knowledge and a consultative approach to educate customers about financial options. The role supports customer financial reviews, product recommendations, and account-related guidance while maintaining regulatory compliance.
What you'll do
- Provide financial planning and investment advice
- assist with portfolio management and asset allocation
- conduct financial reviews and recommend products
- maintain compliance with financial regulations.
What we're looking for
- Skills & competencies
- financial servicesfinancial representativeinvestment advicefinancial planningportfolio managementasset allocationcustomer educationfinancial reviewsgray gapaul sheets state farm agent
- Work arrangement
- Weekend coverage required
Why this role
The posting prefers FINRA Series 7 and 63 licenses and requests three or more years of financial-services experience.
About the employer
Paul Sheets - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Insurance Agencies and Brokerages
- Occupation code
- 41-3031.00
You'll be redirected to the employer's application page.
Listing ID: 2662fbda-e614-4c69-af9a-e2a4fd9cd625