Career-Driven Financial Advisor - Base Salary & Mentorship

Jessica Cruz Phung - State Farm Agent; Winter Haven (FL); On-site; USD 80,000 - 160,000; Full time

Benefits offered by this job

401(k) match

Health Reimbursement Account

Flexible Spending Accounts

Life Insurance

Accrued Paid Time Off (PTO)

Job summary

Jessica Cruz Phung - State Farm Agent in Winter Haven, Florida is seeking a licensed financial advisor to provide meaningful financial planning to clients. This role emphasizes strong communication and client relationship management while offering a unique compensation model that includes a base salary and significant earning potential.

Join a passionate team that prioritizes client education and integrity, with access to competitive benefits and mentorship from seasoned agents.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.

Responsibilities

• Offer comprehensive financial planning and advice to existing State Farm customer households.
• Partner with a career agent to develop business plans and client service models.
• Maintain and enhance relationships through effective communication and guidance.
• Demonstrate understanding of financial markets and business judgement.

Skills

Client relationship management

Financial planning

Market understanding

Communication

Education

Bachelor's degree preferred

Tools

Securities licenses (SIE, Series 6, 65, or 63)

Job description

Jessica Cruz Phung - State Farm Agent in Winter Haven, Florida is seeking a licensed financial advisor to provide meaningful financial planning to clients. This role emphasizes strong communication and client relationship management while offering a unique compensation model that includes a base salary and significant earning potential.

Join a passionate team that prioritizes client education and integrity, with access to competitive benefits and mentorship from seasoned agents.