Financial Services Advisor | Insurance & Investments

State Farm Agent

Orlando (FL)

On-site

USD 50,000 - 65,000

Full time

14 days+

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Flexible schedule

Paid time off

Training & development

Job summary

State Farm Agent in Orlando is looking for a Financial Services Representative to market financial products and consult with customers on their insurance and financial needs. The ideal candidate has strong analytical and communication skills, along with an active Life & Health license and relevant experience in financial services.

Benefits include a competitive salary, health insurance, flexible schedule, and opportunities for advancement. Join a team that values hard work and community impact!

Qualifications

ACTIVE LIFE & HEALTH LICENSE required or ability to obtain quickly.
Prior experience in financial services and/or insurance is mandatory.
Strong analytical and communication abilities are essential.

Responsibilities

Consult customers on financial planning and insurance coverage.
Present tailored insurance solutions based on customer needs.
Generate and follow up on leads to drive new business.
Conduct financial reviews and recommend suitable products.
Maintain compliance with financial regulations.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Education

Active Life & Health license

FINRA SIE, Series 6/63/65 or 7 license

Previous experience in financial services/insurance

Job description

Benefits include a competitive salary, health insurance, flexible schedule, and opportunities for advancement. Join a team that values hard work and community impact!

Get your free, confidential resume review.

or drag and drop your file here.