Financial Services Representative - State Farm Agent Team Member

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

Responsive recruiter

Benefits

• Base + Commission
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary

Ready to Take Your Financial Services Career in a New Direction!

Be part of a State Farm agency recognized by Million Dollar Round Table (MDRT) - a global standard of excellence in the insurance and financial services industry. Consistently ranked in the top 1% of State Farm agents over the past 15 years.

What Makes This Opportunity Different?

You’re not starting with an empty pipeline.

With two successful Central Florida locations, an established customer base, and a team dedicated to identifying customer needs and generating opportunities, we provide a foundation that most financial services professionals spend years trying to build.

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Heather Thies - 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

• 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

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

Base Salary + Commission: Enjoy a base salary plus performance-based commission. This is not a commission-only position.

Compensation: $70,000.00 - $100,000.00 per year

My Team's Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams. We Are Located In Clermont, FL And Help Customers With Their Insurance And Financial Services Needs, Including

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

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.