Financial Services Representative - State Farm Agent Team Member

Kimlego; Jacksonville (FL); On-site; Confidential; Full time

Benefits offered by this job

Group Health

Teledoc

401(k) matching

Performance bonus

Opportunity for advancement

Paid time off

Job summary

Kimlego in Jacksonville, Florida is seeking a Financial Services Representative to join the State Farm Agent Team. This in-office position focuses on marketing financial products and educating customers on their financial options. Candidates should have over 3 years of experience in financial services and ideally hold Series 6 or 63 licenses.

The role offers a base salary of $55K to $65K, plus commission, with the potential to exceed six figures. Benefits include 401(k) matching and paid time off.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Licenses in Financial Services - Series 6 or 63 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:

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

Role Description

This position is in-office and requires working onsite at the agency location. 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.