Financial Services Representative - State Farm Agent Team Member
Heather Thies
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Benefits offered by this job
Job summary
Heather Thies - State Farm Agent in Clermont, FL seeks a Financial Services Representative for a full‑time role. You will market financial products, educate customers on options, and support risk management while serving an established client base.
The position offers a base salary plus commission, with opportunities for advancement and a path to growth within State Farm's trusted lineup of products.
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.
Skills
Job description
Full Time in Clermont
- Base + Commission
- Opportunity for advancement
- Paid time off
- 401(k)
- 401(k) matching
- Bonus based on performance
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.
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.
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.
- 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.
- 2+ years of experience in financial services.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
Enjoy a base salary plus performance-based commission. This is not a commission-only position.
- Access to Industry-Leading Financial Products
In addition to State Farm's trusted insurance and financial services products, you'll have the opportunity to offer financial solutions from some of the industry's most respected investment and retirement providers, including Jackson National Life, BlackRock, American Funds, and Pacific Life. This allows you to help customers address a broader range of financial needs, from wealth accumulation and investment planning to retirement income and long-term financial security.
Compensation $70,000.00 - $100,000.00 per year
Full Time in Clermont
- 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.
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.
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.
- 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.
- 2+ years of experience in financial services.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
Enjoy a base salary plus performance-based commission. This is not a commission-only position.
- Access to Industry-Leading Financial Products
In addition to State Farm's trusted insurance and financial services products, you'll have the opportunity to offer financial solutions from some of the industry's most respected investment and retirement providers, including Jackson National Life, BlackRock, American Funds, and Pacific Life. This allows you to help customers address a broader range of financial needs, from wealth accumulation and investment planning to retirement income and long-term financial security.
Compensation $70,000.00 - $100,000.00 per year
State Farm agents are independent contractors who hire their own employees. State Farm agents’employees are not employees of State Farm. Agents are responsible for and make all employmentdecisions regarding their employees.
Make a difference in your community every day.
Gain confidence and grow your dream career.
Earn benefits and rewards that are second to none
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