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Financial Services Representative - State Farm Agent Team Member

Job in Thomaston, Upson County, Georgia, 30286, USA
Listing for: Paulsheets
Full Time position
Listed on 2026-06-20
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 50000 - 80000 USD Yearly USD 50000.00 80000.00 YEAR
Job Description & How to Apply Below

ROLE

DESCRIPTION:

As a Financial Services Representative
- State Farm Agent Team Member with Paul Sheets
- State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:
  • Provide clients with financial planning and investment advice.
  • Assist clients with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
QUALIFICATIONS:
  • 3+ years of experience in financial services.
  • Strong analytical and communication skills.
  • FINRA Series 7 and 63 licenses preferred.
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