Financial Services Rep: Growth, Commissions & Training

Katherine Jones - State Farm Agent; Clearwater (FL); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Health benefits

Base + commissions

Advancement

Paid time off

Training & development

Bonus

Competitive salary

Job summary

Katherine Jones - State Farm Agent is seeking a Financial Services Representative to help market financial products and educate customers on their options. You will use your knowledge to support sales-minded, consultative customer interactions in a busy agency setting.

The role focuses on financial planning, investment options, and portfolio management, with emphasis on compliance and ongoing client education within the State Farm framework.

Qualifications

• 2+ years of experience in financial services.
• 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.

Job description

Katherine Jones - State Farm Agent is seeking a Financial Services Representative to help market financial products and educate customers on their options. You will use your knowledge to support sales-minded, consultative customer interactions in a busy agency setting.

The role focuses on financial planning, investment options, and portfolio management, with emphasis on compliance and ongoing client education within the State Farm framework.