Financial Services Representative - State Farm Agent Team Member

Heatherthies; Florida; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Base + Commission

Advancement opportunities

Paid time off

Training & development

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Heather Thies - State Farm Agent Team Member is seeking a Financial Services Representative to market financial products and manage client portfolios. You will educate customers on financial options with a consultative, sales-minded approach while supporting the agency’s goals.

You will leverage an established local client base and participate in ongoing training, compliance, and development opportunities within a high-performing State Farm agency.

Qualifications

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

Financial services experience

Education

Series 6/63/65 or SIE licenses

Job description

Benefits:

• Base + Commission
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary

Ready to Take Your Financial Services Career in a New Direction!

Be part of a State Farm agency recognized by Million Dollar Round Table (MDRT)—a global standard of excellence in the insurance and financial services industry. Consistently ranked in the top 1% of State Farm agents over the past 15 years.

What Makes This Opportunity Different?

You’re not starting with an empty pipeline.

With two successful Central Florida locations, an established customer base, and a team dedicated to identifying customer needs and generating opportunities, we provide a foundation that most financial services professionals spend years trying to build.

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Heather Thies - 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. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

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.

Base Salary + Commission:

Enjoy a base salary plus performance-based commission. This is not a commission-only position.