Financial Services Representative - State Farm Agent Team Member

Ruz Ogra - State Farm Insurance Agent; Gainesville, Northern (FL, KY); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Hiring bonus

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Competitive salary

Flexible schedule

Gym memberships

Job summary

Ruz Ogra - State Farm Insurance Agent in Gainesville seeks a Financial Services Representative to join our team. This full-time role focuses on financial planning, life and health insurance, and long-term protection strategies, with a strong emphasis on building lasting client relationships.

The ideal candidate will hold Active Life & Health licenses and FINRA licenses, bringing strong communication and analytical skills.

Qualifications

• Active Life & Health license required.
• FINRA Series 6/63/65 or 7 license preferred.
• Previous experience in financial services and/or insurance.
• Strong communication and analytical skills; professional, customer-focused demeanor.

Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Perform customer needs analysis and engage in sales conversations

Skills

Strong communication

Analytical skills

Education

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Gainesville

Benefits

• Hiring bonus
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• Hiring bonus
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

About our Agency

Our agency opened in 2019 and has grown into a strong, close-knit team of 13. Before becoming a State Farm agent, I worked in banking and mortgages, bringing a strong financial background and customer-focused approach into the business.

I’m a graduate of the University of Florida, married with two children, and originally from India. I speak three languages and enjoy football and traveling, often taking international trips each year. We are highly involved in the community through women's leadership initiatives, Make-A-Wish, school board involvement, and projects like helping build a local school playground.

For our team, we offer PTO, health benefits, gym memberships, and a strong focus on personal and professional development, along with a commitment to work-life balance.

Our office culture is supportive, tenured, and team-oriented. We’re looking for someone who is coachable, driven, and motivated to succeed - someone who values teamwork and wants to grow as part of a collaborative, high-performing environment.

Position Overview

Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Key Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Perform customer needs analysis and engage in sales conversations

Preferred Qualifications

• Active Life & Health license
• FINRA Series 6/63/65 or 7 license
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

Compensation $80,000.00 - $100,000.00 per year

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