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Associate Financial Representative Jobs in Rome, GA

Alfa Insurance - Ben McWhorter Agency

Be Seen First

Customer Service Representative

Rome, GA · On-site

$18 - $22/day

High school diploma or equivalent (Associate's or Bachelor's degree is a plus). * Previous ... financial security and dependable service to every client we serve.

Cash America Pawn

Retail Sales Associate - 2040

Rome, GA · On-site

$13 - $16/hr

Responsibilities of a Full-Time Pawnbroker / Retail Sales Associate are: (This is a representative ... financial solutions. Performs non-management open/close procedures. Keeps the sales floor clean ...

CVS Health

Store Associate

Cartersville, GA · On-site

$15 - $19/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Store Associate

Rome, GA · On-site

$15 - $19/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Store Associate

Rome, GA · On-site

$15 - $19/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Rome, GA

Associate Financial Representative information

See Rome, GA salary details

$10

$26

$66

How much do associate financial representative jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for associate financial representative in Rome, GA is $26.32, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $25.72 per hour, depending on experience, location, and employer.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What are the key skills and qualifications needed to thrive as an associate financial representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

What are popular job titles related to Associate Financial Representative jobs in Rome, GA?

For Associate Financial Representative jobs in Rome, GA, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Rome, GA look for?

The top searched job categories for Associate Financial Representative jobs in Rome, GA are:

What cities near Rome, GA are hiring for Associate Financial Representative jobs?

Cities near Rome, GA with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Rome, GA as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $54,754 per year, or $26.3 per hour.

Customer Service Representative

Alfa Insurance - Ben McWhorter Agency

Rome, GA • On-site

$18 - $22/day

Full-time

Life, PTO

Posted 13 days ago

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Job description

Customer Service Representative (Insurance)

Job Overview We are seeking a personable, reliable, and detail-oriented Customer Service Representative to join our team. In this role, you will serve as the primary point of contact for our policyholders, assisting with inquiries, processing policy updates, and providing exceptional support. While prior experience in the insurance industry is preferred, it is not mandatory—we are willing to train the right individual who possesses strong communication skills and a dependable work ethic.

Key Responsibilities

  • Deliver friendly, professional support to incoming client inquiries via phone, email, and in-person.
  • Assist clients with policy changes, billing questions, claim status updates, and general coverage information.
  • Maintain accurate, up-to-date client records within the agency management system.
  • Build positive relationships with policyholders through dependable and proactive service.
  • Collaborate with insurance carriers and internal account managers to resolve complex customer requests.

Qualifications & Requirements

  • Active Property & Casualty (P&C) or Life & Health License (Required upon hire or within an agreed timeframe).
  • Strong interpersonal and communication skills; personable and comfortable talking with clients daily.
  • Proven reliability with a strong track record of punctuality and attendance.
  • High school diploma or equivalent (Associate’s or Bachelor’s degree is a plus).
  • Previous experience in an insurance agency or brokerage setting preferred, but not required.
  • Comfort with standard office software, phone systems, and database navigation.

Position Details & Compensation

  • Employment Status: Full-Time or Part-Time options available.
  • Pay Rate: $18.00 – $22.00 per hour (commensurate with experience and licensing).
  • Schedule: Standard business hours with flexibility depending on full-time/part-time status.

Benefits Included

  • Paid Time Off (PTO) (accrued paid vacation, personal, and sick days).
  • Ongoing professional development and licensing support.

Note: Medical, Dental, and Vision insurance coverage are not offered for this position.

Company Description

Founded in 1946, Alfa Insurance is a trusted, top-rated provider offering comprehensive auto, home, life, and business coverage to over one million customers across the Southeast. Our local agency in Rome, Georgia, serves as a community-focused extension of that legacy, dedicated to protecting families and small businesses throughout Floyd County and neighboring areas. Driven by values of integrity and exceptional customer care, our team strives to provide personalized financial security and dependable service to every client we serve.