Financial Services Professional

3 weeks ago


Thomaston, Georgia, United States Paul Sheets - State Farm Agent Full time
Job Overview

As a Financial Services Representative with Paul Sheets - State Farm Agent, you will play a crucial role in marketing and selling financial products that help customers 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.

Key Responsibilities
  • Provide personalized financial planning and investment advice to clients.
  • Assist clients with portfolio management and asset allocation to achieve their financial goals.
  • Conduct thorough financial reviews and recommend suitable financial products to meet clients' needs.
  • Maintain compliance with relevant financial regulations and industry standards.
Requirements
  • Minimum 3 years of experience in financial services.
  • Strong analytical and communication skills to effectively engage with clients.
  • FINRA Series 7 and 63 licenses are highly preferred.


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