Financial Services Representative - State Farm Agent Team Member

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

Benefits:

• Up to $300 per month for Health Benefits
• Base + Commissions
• 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!