Financial Services Representative

4 days ago


McDonough, Georgia, United States State Farm Full time

Job Description

We are seeking a skilled Financial Services Representative to join our team at Tim Broyles Insurance and Financial Services Inc. As a Financial Services Representative, you will be responsible for offering comprehensive financial planning and advice to existing State Farm customer households.

Responsibilities

  1. Partner with a career agent in developing a business plan and delivering against a client service model.
  2. Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and ensuring key information and documentation remains current.
  3. Demonstrate a deep understanding of financial markets and sound business judgment.
  4. Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
  5. Provide a holistic view of clients' needs and financial coaching beyond investments.
  6. Understand and ensure business adherence with Tim Broyles Insurance and Financial Services Inc., and financial industry regulatory policies.

Requirements

  1. Bachelor's degree preferred.
  2. Active Securities Industry Essentials (SIE) Exam, Series 6 and 63 and/or Series 65 or ChFC licenses.
  3. Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
  4. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.

Benefits

  1. Competitive base salary with production bonuses and trails.
  2. Large existing lead book of customer households.
  3. Wealth Academy Training.
  4. World-class products that include American Funds and BlackRock funds.
  5. Guidance and mentoring from a successful career agent.
  6. Medical, Dental, and Vision.
  7. Health Savings Account (HSA).
  8. 401(k) match Savings Plan.
  9. Accrued Paid Time Off (PTO) and Paid Holidays.
  10. Group Life Insurance.

Location

Jackson, GA

Work Environment

Qualified candidates should plan to spend time working in the office with clients as part of our work environment.



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