Financial Services Representative - State Farm Agent Team Member

Kim Varnadore - State Farm Agent; Florida; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

401(k) matching

Dental insurance

Job summary

Kim Varnadore - State Farm Agent is seeking a Financial Services Representative to market financial products, educate customers on options, and support portfolio management. The role emphasizes analytical precision and a consultative sales approach to help clients manage everyday risks.

The position involves advising on planning and investments, ensuring regulatory compliance, and contributing to agency growth within the Florida market.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• 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.

Skills

Analytical thinking

Communication skills

Financial services experience

Job description

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• 401(k) matching
• Dental insurance

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Kim Varnadore - 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

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