Financial Services Advisor - Growth & Client Impact

Nicevilleneighbor; Town of Florida (NY); 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

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.