Financial Services Advisor - Retirement & Risk Planning

State Farm Agent; Florida; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Advancement

Paid time off

Profit sharing

Training & development

Bonus based on performance

Competitive salary

Job summary

State Farm Agent Ryan Cabaniss in Niceville, FL is seeking a Financial Services Representative Team Member to market financial products and educate customers on their financial options. This role emphasizes a consultative approach and strong analytical skills within a local State Farm agency.

You will support customers with portfolio management, retirement planning, and insurance needs while ensuring regulatory compliance and pursuing advancement through training and performance-driven rewards.

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

Licensing: SIE/S6/S63/S65

Job description

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.

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

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 Niceville, 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.