Financial Services Representative - State Farm Agent Team Member

Ocalaautoinsurance; Ocala (FL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Bonus based on performance

Flexible schedule

Paid time off

Training & development

Competitive salary

Job summary

Ocalaautoinsurance in Ocala, Florida, is looking for a Financial Advisor / Investment Representative. This role focuses on developing financial planning and relationship management skills, conducting detailed financial and insurance reviews, and discussing strategies for protecting income and investments.

Ideal candidates should possess a financial degree, have strong communication skills, and may hold a Florida Life & Health Insurance license. The position offers competitive salary and performance-based incentives.

Qualifications

• Active Florida Life & Health Insurance license (2-15) preferred.
• Ability to obtain and maintain all required securities registrations.
• Experience in financial services, insurance, or advisory preferred.

Responsibilities

• Conduct comprehensive financial and insurance reviews (in person or virtual).
• Evaluate assets, liabilities, retirement readiness, and legacy objectives.
• Perform daily outreach to designated planning segments.

Skills

Strong communication skills

Financial services experience

Insurance knowledge

Education

Financial degree or relevant financial experience

Tools

FINRA Series 6 and 63 licenses

Job description

Benefits

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

Build a Career in Financial Planning and Relationship-Based Advising

We are seeking a Financial Advisor / Investment Representative who is committed to developing a professional career centered on financial planning, relationship management, and disciplined customer service. Our agency focuses on a needs-based approach to help individuals and families evaluate income protection, retirement preparation, and investment considerations in alignment with their goals and risk tolerance.

The Role

This position involves conducting structured financial and insurance reviews, identifying potential planning gaps, and discussing suitable strategies across income protection, retirement accumulation, and investment planning. The role operates within defined processes and supervisory guidelines and is supported by coaching and an established customer base.

Career Development

Structured onboarding, ongoing development in retirement planning and investment conversations, coaching within regulatory and supervisory frameworks, and opportunities to expand responsibilities based on performance, licensing, and business development.

Key Responsibilities

• Conduct comprehensive financial and insurance reviews (in person or virtual).
• Evaluate assets, liabilities, income protection needs, retirement readiness, and legacy objectives.
• Identify potential gaps and discuss suitable planning options consistent with regulatory standards.
• Perform daily targeted outreach to designated planning segments.
• Complete periodic portfolio and financial reviews in accordance with firm policy.
• Maintain required documentation and compliance standards for insurance and securities activity.

Qualifications

• Financial degree or relevant financial experience is required.
• Active Florida Life & Health Insurance license (2-15) preferred.
• FINRA Series 6 and 63 licenses required for securities activity (Series 65 or 66 may be required depending on registration structure).
• Ability to obtain and maintain all required securities registrations.
• Financial services, insurance, or advisory experience preferred.
• Strong communication skills and strict adherence to compliance and ethical standards.

Why Join Us?

• Make a meaningful impact by guiding clients toward financial security and confidence.
• Supportive team environment with daily coaching and accountability meetings.
• Clear career growth opportunities within Life, Disability, and investment product lines.
• Competitive salary plus performance-based incentives.

This employment opportunity is with a State Farm Agent, not with State Farm Insurance Companies and requires the successful completion of licensing requirements to solicit and service State Farm products.