Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Jacksonville (FL); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

401(k) and matching

Bonus based on performance

Paid time off

Group Health

TeleDoc

Opportunity for advancement

Job summary

A financial services agency in Jacksonville, Florida, is seeking a Financial Services Representative to market financial products and assist customers with their financial planning needs. Ideal candidates will have over three years of experience in financial services, strong analytical and communication skills, and relevant licenses. This role offers a competitive base salary plus commission, bonuses based on performance, and opportunities for advancement in a dynamic and supportive team environment.

Qualifications

• 3+ years of experience in financial services.
• Licensed in Financial Services—Series 6 or 63 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

Analytical skills

Communication skills

Job description

Benefits

• Base salary of $55,000 to $65,000 plus commission—potential of over six figures.
• 401(k) and 401(k) matching
• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Group Health
• TeleDoc

Role Description

As a Financial Services Representative – State Farm Agent Team Member with Kim Lego – 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.
• Licensed in Financial Services—Series 6 or 63 licenses preferred.

Compensation: $55,000 per year – $65,000 per year

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• We help customers with insurance and financial services needs, including Auto, Home, Life, Retirement Planning, Business, College, Health and Renters Insurance.
• Our agency has received awards including President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor and Bronze Tablet.

We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth‑oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together and have fun while doing it!

We encourage you to apply if you want a career, not just a job.

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 employment decisions regarding their employees.