Financial Services Representative - State Farm Agent Team Member Winter Garden, FL

Financial Services Representative - State Farm Agent Team Member

Full Time • Winter Garden, FL
Responsive recruiter
Replies within 24 hours
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Blake Price - 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 options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:
  • Consult customers with financial planning and investment options.
  • Assist customers with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
QUALIFICATIONS:
  • Prior financial services experience preferred.
  • Analytical and communication skills.
  • Ability to make presentations to potential customers.
  • Series 6/63/65 or 7 licenses preferred (must be able to obtain).
Compensation: $60,000.00 - $100,000.00 per year




 

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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