Financial Services Representative
4 days ago
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
- Partner with a career agent in developing a business plan and delivering against a client service model.
- 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.
- Demonstrate a deep understanding of financial markets and sound business judgment.
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
- Provide a holistic view of clients' needs and financial coaching beyond investments.
- Understand and ensure business adherence with Tim Broyles Insurance and Financial Services Inc., and financial industry regulatory policies.
Requirements
- Bachelor's degree preferred.
- Active Securities Industry Essentials (SIE) Exam, Series 6 and 63 and/or Series 65 or ChFC licenses.
- Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
Benefits
- Competitive base salary with production bonuses and trails.
- Large existing lead book of customer households.
- Wealth Academy Training.
- World-class products that include American Funds and BlackRock funds.
- Guidance and mentoring from a successful career agent.
- Medical, Dental, and Vision.
- Health Savings Account (HSA).
- 401(k) match Savings Plan.
- Accrued Paid Time Off (PTO) and Paid Holidays.
- 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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