Financial Services Rep – Insurance & Investments for Growth

Joseph Ledo; Tampa (FL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Job summary

A State Farm agent team is seeking a Financial Services Representative based in Tampa, FL, to market financial products and provide tailored insurance solutions. The role requires active Life & Health and FINRA licenses along with a strong customer-focused demeanor. Responsibilities include consulting on financial planning, identifying customer needs, and driving new business. Compensation ranges from $60,000 to $120,000 per year, along with benefits that enhance career development.

Qualifications

• Active Life & Health license required or ability to obtain quickly.
• FINRA Series 6/63/65 or 7 license is needed.
• Experience in financial services and/or insurance preferred.
• Must possess strong communication and analytical skills.
• Must maintain a professional and customer-focused demeanor.

Responsibilities

• Consult customers on financial planning and insurance coverage.
• Identify customer needs and offer tailored solutions.
• Generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend products.
• Ensure compliance with financial regulations.

Skills

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Strong communication skills

Analytical skills

Trustworthy demeanor

Customer-focused demeanor

Job description

A State Farm agent team is seeking a Financial Services Representative based in Tampa, FL, to market financial products and provide tailored insurance solutions. The role requires active Life & Health and FINRA licenses along with a strong customer-focused demeanor. Responsibilities include consulting on financial planning, identifying customer needs, and driving new business. Compensation ranges from $60,000 to $120,000 per year, along with benefits that enhance career development.