Financial Services Representative
Compensation
$50k – $80k /yr
Employment type
Full-time
Work setting
On-site
Location
Woodstock, GA
Schedule
Day shift
Posted
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Job overview
The Financial Services Representative is an onsite, full-time position located in Woodstock, GA, with an annual salary range of $50,000 to $80,000. This role is part of the Tyler Thomason State Farm Agent team, which focuses on financial planning and risk management. This role exists to market financial products and educate customers on their options. The representative uses analytical precision to help customers manage everyday risks and achieve their financial goals, serving as a key resource for the agency.
What you'll do
- Consult customers on financial planning, assist with portfolio management, conduct financial reviews, and maintain regulatory compliance.
What we're looking for
- Skills & competencies
- full-timeday shiftwoodstock gastate farmfinancial servicesinsuranceplanning$50k-$80k/yronsiteno on-call
- Work arrangement
- Weekend coverage required
Benefits & perks
- Bonus, Opportunity for advancement, PTO, Training, Health insurance
Why this role
Requires FINRA Series 7 and 63 licenses.
About the employer
Tyler Thomason - 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: 94bed014-381f-44e2-882d-0145fe6a08a9