Financial Services Advisor — Base + Commission & Growth Path

State Farm Agent; Clermont-Ferrand; On-site; EUR 63,000 - 89,000; Full time

Benefits offered by this job

Base + Commission

Opportunity for advancement

Paid time off

Training & development

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Job summary

State Farm Agent Heather Thies is seeking a Financial Services Representative to market financial products that help clients protect against everyday risks. You will apply a consultative approach to educate customers on options and build trusted relationships within the agency.

Located in Clermont, FL, this role offers base salary plus commission, with opportunities for advancement, paid time off, and ongoing training.

Qualifications

• 2+ years of experience in financial services.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.

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.

Skills

Financial services experience

Sales-oriented

Regulatory compliance

Education

Licensing: SIE, Series 6/63/65

Job description

State Farm Agent Heather Thies is seeking a Financial Services Representative to market financial products that help clients protect against everyday risks. You will apply a consultative approach to educate customers on options and build trusted relationships within the agency.

Located in Clermont, FL, this role offers base salary plus commission, with opportunities for advancement, paid time off, and ongoing training.