Financial Services Rep & Team Member — Growth & Benefits

State Farm Agent; Jacksonville (FL); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

401(k) and matching

Bonus based on performance

Paid time off

Group Health

TeleDoc

Opportunity for advancement

Job summary

A financial services agency in Jacksonville, Florida, is seeking a Financial Services Representative to market financial products and assist customers with their financial planning needs. Ideal candidates will have over three years of experience in financial services, strong analytical and communication skills, and relevant licenses. This role offers a competitive base salary plus commission, bonuses based on performance, and opportunities for advancement in a dynamic and supportive team environment.

Qualifications

• 3+ years of experience in financial services.
• Licensed in Financial Services—Series 6 or 63 licenses preferred.

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

Job description

A financial services agency in Jacksonville, Florida, is seeking a Financial Services Representative to market financial products and assist customers with their financial planning needs. Ideal candidates will have over three years of experience in financial services, strong analytical and communication skills, and relevant licenses. This role offers a competitive base salary plus commission, bonuses based on performance, and opportunities for advancement in a dynamic and supportive team environment.