Financial Services Pro — Commission + Career Growth

Katherine Jones - State Farm Agent; Clearwater (FL); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Health benefits

Commissions

Retirement plan

Advancement opportunities

Paid time off

Training & development

Performance bonus

Competitive salary

Job summary

Katherine Jones - State Farm Agent in Clearwater is seeking a Financial Services Representative Team Member. You will market financial products, educate customers on options, and contribute to growth through consultative sales.

The role emphasizes licensing, compliance, and providing personalized financial guidance alongside the State Farm team. A customer-focused mindset and ability to explain complex products will help you succeed in this position.

Qualifications

• 2+ years of experience in financial services.
• Licensing in Series 6/63/65 or SIE preferred.
• SIE, Series 6/63/65 certifications considered.

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

Financial services experience

Customer education

Education

Series 6/63/65 licenses or SIE

SIE, Series 6/63/65 certifications

Job description

Katherine Jones - State Farm Agent in Clearwater is seeking a Financial Services Representative Team Member. You will market financial products, educate customers on options, and contribute to growth through consultative sales.

The role emphasizes licensing, compliance, and providing personalized financial guidance alongside the State Farm team. A customer-focused mindset and ability to explain complex products will help you succeed in this position.