Financial Services Representative

3 weeks 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.



  • McDonough, Georgia, United States Sherry Dennard - State Farm Agent Full time

    Job OverviewWe are seeking a driven and competitive producer to join our team at Sherry Dennard - State Farm Agent. As an Insurance and Financial Services Representative, you will be responsible for transforming leads into enduring customer relationships.Key ResponsibilitiesGenerate leads, schedule appointments, and identify customer needs.Build and maintain...


  • McDonough, Georgia, United States Sherry Dennard - State Farm Agent Full time

    Role OverviewWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for developing and implementing marketing strategies to promote our insurance products and services.Key ResponsibilitiesWork closely with our agent to...


  • McDonough, Georgia, United States Deidre Kendrick - State Farm Agent Full time

    ROLE DESCRIPTION:As a customer service manager for Deidre Kendrick - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant...


  • McDonough, Georgia, United States AdientOne Consulting Full time

    Job DescriptionAt AdientOne Consulting, we are seeking a highly skilled Customer Service Representative to join our team. The ideal candidate will possess excellent communication skills, a strong ability to multitask, and a passion for delivering exceptional customer experiences.Key Responsibilities:Provide top-notch customer service through call quality,...


  • McDonough, Georgia, United States USCS Full time

    Job Summary: We are seeking a highly skilled Customer Service Representative to join our team at USCS. As a key member of our Customer Service department, you will be responsible for providing exceptional support to our customers, ensuring their needs are met and exceeded. Key Responsibilities: Provide timely and effective customer service via phone,...

  • Financial Accountant

    4 weeks ago


    McDonough, Georgia, United States Henry County, GA Full time

    Job SummaryWe are seeking a highly skilled Financial Accountant to join our team at Henry County, GA. As a Financial Accountant, you will be responsible for performing professional level financial accounting and reporting functions in a designated department.Key Responsibilities:Perform accounting functions for assigned accounts, including entering and...


  • McDonough, Georgia, United States Allstate Insurance Agency - Jo Armstrong Full time

    Job SummaryWe are seeking a dedicated and experienced LSP with customer service and insurance sales representative skills to join our team at Allstate Insurance Agency - Jo Armstrong.Key ResponsibilitiesProvide excellent customer service to policyholders via phone, email, and chat.Upsell/cross-sell insurance products and services to existing...


  • McDonough, Georgia, United States Bank of America Full time

    Job DescriptionAt Bank of America, we are committed to helping our clients achieve their financial goals through the power of every connection.We are seeking a highly motivated and experienced Financial Center Manager to join our team. As a Financial Center Manager, you will be responsible for managing a financial center and its employees on a day-to-day...


  • McDonough, Georgia, United States Allstate Insurance Agency - Jo Armstrong Full time

    Job OverviewWe are seeking a dedicated and experienced professional to join our team as a Customer Service and Insurance Sales Representative. The ideal candidate will have a strong background in insurance sales and customer service, with a proven track record of success in a similar role.Key ResponsibilitiesProvide exceptional customer service to...

  • BDC Representative

    4 weeks ago


    McDonough, Georgia, United States Jim Ellis Toyota of McDonough Full time

    Job Summary:As a BDC Representative at Jim Ellis Toyota of McDonough, you will be responsible for answering a high volume of incoming calls from customers to schedule appointments, initiating customer outreach/outbound calls regarding service needs and available offers, and responding to customer inquiries and questions both by telephone and email. You will...


  • McDonough, Georgia, United States Michaels Stores, Inc. Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Seasonal PT Service Team Member to join our team at MIK. As a key member of our store team, you will play a vital role in delivering exceptional customer service and ensuring a seamless shopping experience for our customers.Key ResponsibilitiesProvide friendly and efficient customer service,...


  • McDonough, Georgia, United States PetSmart Full time

    Pet Care SpecialistAt PetSmart, we're dedicated to providing exceptional customer service and creating a welcoming environment for pet owners. As a Pet Care Specialist, you'll be responsible for:Welcome customers to the store and facilitate a seamless shopping experienceEnsure the safety and well-being of all living pets in the storeAssist customers in...


  • McDonough, Georgia, United States Jim Ellis Full time

    We are seeking a highly skilled and customer-focused Receptionist to join our team at Jim Ellis Automotive Group. As a Receptionist, you will be the first point of contact for our customers, providing exceptional service and ensuring a positive experience for all visitors.Key Responsibilities:Greets customers and determines the nature of their visitDirects...


  • McDonough, Georgia, United States Deidre Kendrick - State Farm Agent Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Receptionist to join our team at Deidre Kendrick State Farm Agent. As a key member of our office, you will be responsible for providing exceptional customer service, managing office communications, and supporting the team with various administrative tasks.Key ResponsibilitiesGreet clients...


  • McDonough, Georgia, United States Jackson Hewitt - 2628 Full time

    Job OverviewWe are seeking a highly skilled Customer Service Associate to join our team at Jackson Hewitt - 2628. As a key member of our staff, you will be responsible for providing exceptional customer service to our clients, ensuring a positive experience throughout the tax preparation process.Key ResponsibilitiesComplete our comprehensive training program...


  • McDonough, Georgia, United States United States Cold Storage Full time

    Key Responsibilities: Process cross docks and manage inventory levels to ensure timely delivery of products to customers. Verify inventory and notify customers of potential shortages to maintain a high level of customer satisfaction. Review receipts and outbounds to ensure accurate charges and maintain a smooth logistics process. Process hold/release of...


  • McDonough, Georgia, United States Knitwell Group Full time

    About UsAt Lane Bryant, we're passionate about empowering women through fashion. Our inclusive community of customers and associates champions acceptance of all sizes, shapes, and people. If you believe in the power of clothes to create confidence and self-expression, you'll thrive in our environment.About the RoleAs a Customer Service Specialist, you'll...


  • McDonough, Georgia, United States Family Dollar Full time

    Customer Service Representative Role at Family DollarWe are seeking a skilled and friendly Customer Service Representative to join our team at Family Dollar. As a key member of our store team, you will be responsible for providing exceptional customer service and ensuring a positive shopping experience for our customers.Key Responsibilities:Provide...


  • McDonough, Georgia, United States Sam's Club Full time

    Job Summary:We are seeking a highly skilled and customer-focused Member Service Associate to join our team at Sam's Club. As a key member of our front-end team, you will play a vital role in providing exceptional service to our members, ensuring a positive shopping experience, and maintaining a clean and organized store environment.Key...


  • McDonough, Georgia, United States Allstate Insurance Agency - Jo Armstrong Full time

    About the RoleWe are seeking a dedicated and experienced insurance professional to join our team at Allstate Insurance Agency - Jo Armstrong. As a customer service and sales representative, you will play a vital role in providing exceptional service to our policyholders and generating new business to meet sales quotas.Key ResponsibilitiesRespond to customer...