Financial Services Representative - State Farm Agent Team Member

Michael Nickas

Jacksonville (FL)

On-site

USD 42,000 - 64,000

Full time

14 days+

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Benefits offered by this job

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

Job summary

Michael Nickas - State Farm Agent is seeking a Financial Services Representative to market financial products, educate customers on options, and support the agency's growth in Jacksonville, FL. You will apply consultative sales skills to assess client needs and provide tailored insurance and financial solutions.

Success comes from building trust, staying compliant, and collaborating with the team to grow into advanced sales or leadership roles within State Farm’s agency network.

Qualifications

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

Responsibilities

  • Consult customers on financial planning, investment options, and life/health insurance coverage.
  • Identify customer needs and present tailored insurance solutions.
  • Proactively generate and follow up on leads to drive new business.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.

Skills

Life & Health license
FINRA licenses
Financial services experience
Strong communication
Analytical skills

Job description

Benefits:
  • Hiring bonus
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
ABOUT OUR AGENCY:

My journey with State Farm began in 1994, starting in claims before moving into agency management and eventually agency ownership. One thing has remained consistent - a passion for helping people, building relationships, and developing successful teams. Today, that experience helps shape an agency culture focused on professionalism, service, and long-term growth.

Community involvement is a major part of who we are. Our agency actively participates in local events, neighborhood and apartment community outreach, youth sports activities, and relationship‑building opportunities throughout the community. We believe in being visible, engaged, and making a positive impact where we live and work.

We are committed to investing in our team's success through licensing support, ongoing training, continuing education, professional development, and opportunities for advancement. Team members have the opportunity to grow into advanced sales roles, leadership positions, financial services opportunities, and specialized insurance career paths.

We're looking for individuals who are coachable, ethical, hardworking, adaptable, and genuinely enjoy helping others. The people who thrive here are self‑starters who embrace challenges, work well with a team, and are committed to personal and professional growth. If you're looking for an agency that values relationships, invests in your development, and provides opportunities to build a long‑term career, we'd love to meet you.

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Michael Nickas - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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 on financial planning, investment options, and life/health insurance coverage.
  • Identify customer needs and present tailored insurance solutions.
  • Proactively generate and follow up on leads to drive new business.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
QUALIFICATIONS:
  • Active Life & Health license (required or ability to obtain quickly)
  • FINRA Series 6/63/65 or 7 license preferred
  • Previous experience in financial services and/or insurance
  • Strong communication and analytical skills
  • Professional, trustworthy, and customer‑focused demeanor
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