Financial Services Professional

3 weeks ago


Gray, Georgia, United States Paul Sheets - State Farm Agent Full time
Job OverviewAs a Financial Services Representative with Paul Sheets - State Farm Agent, you will play a key role in marketing financial products that manage everyday risks. Your expertise in financial products will enable you to provide consultative advice to customers, helping them make informed decisions about their financial options. Your analytical skills will make you a valuable resource to customers and a competitive addition to the agency.

Key Responsibilities
  • Provide clients with personalized financial planning and investment advice.
  • Assist clients with portfolio management and asset allocation.
  • Conduct thorough financial reviews and recommend suitable products.
  • Maintain compliance with relevant financial regulations.
Requirements
  • At least 3 years of experience in financial services.
  • Strong analytical and communication skills.
  • FINRA Series 7 and 63 licenses preferred.


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