Financial Services Representative - State Farm Agent Team Member

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

Benefits:

• Up to $300 per month for Health Benefits
• Base + Commissions
• Retirement Plan
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Katherine Jones - 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.

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:

• 2+ years of experience in financial services.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.

About Us

Celebrating 20 years in business! The Katherine Jones State Farm Agency proudly serves Clearwater, Dunedin, and communities throughout Pinellas County. Katherine has been a State Farm Agent since 2006 and has been with State Farm since 1993.

Known as the Insurance Lifeguards, our experienced and friendly team is passionate about helping customers protect what matters most through personalized insurance and financial services.

Our agency has received numerous State Farm awards and was honored as Small Business of the Year by the Clearwater Chamber of Commerce.

We offer Auto, Home, Renters, Boat, Motorcycle, Life, Commercial, and Financial Services. We love what we do and are looking for great people who want to grow, help others, and be part of our team!