Financial Services Advisor - Growth & Client Impact

Nicevilleneighbor; Florida; Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Profit sharing

Bonus based on performance

Training & development

Competitive salary

Job summary

State Farm Agent Team Member in Niceville, FL seeks a Financial Services Representative to market financial products, educate customers on options, and drive growth. Role emphasizes risk management and client education within a consultative sales approach.

The position offers a competitive annual compensation and opportunities for advancement, bonuses based on performance, and training. Full-time in Niceville—FL with benefits and growth prospects.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• 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

Analytical skills

Communication skills

Tools

Series 6/63/65 or SIE licenses

Job description

Full Time in Crestview - FL

• Opportunity for advancement
• Paid time off
• Profit sharing
• Bonus based on performance

ROLE DESCRIPTION
As a Financial Services Representative - State Farm Agent Team Member with Ryan Cabaniss - 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

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

Compensation $55,000.00 - $75,000.00 per year

Financial Services Representative - State Farm Agent Team Member

Full Time in Crestview - FL

Responsive recruiter Benefits

• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development
• Bonus based on performance
• Competitive salary

ROLE DESCRIPTION
As a Financial Services Representative - State Farm Agent Team Member with Ryan Cabaniss - 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

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

Compensation $55,000.00 - $75,000.00 per year



Apply Now 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 employmentdecisions regarding their employees.

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