Financial Services Representative - State Farm Agent Team Member

Lopezoffice; Orlando (FL); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

401(k)

Health insurance

Performance-based bonuses

Paid time off

Flexible schedule

Training & development

Opportunity for advancement

Job summary

Lopezoffice in Orlando, FL is seeking a Financial Services Representative - State Farm Agent Team Member to market financial products and provide exceptional customer service. The role requires strong communication and analytical skills along with a valid Life & Health license.

The position offers a competitive salary between $50,000 and $65,000, bonuses based on performance, and benefits including health insurance and 401(k). With opportunities for advancement and training, this is a great career opportunity.

Qualifications

• Previous experience in financial services and/or insurance is preferred.
• Ability to generate and follow up on leads for new business.
• Maintain compliance with financial regulations.

Responsibilities

• Consult customers on financial planning and investment options.
• Identify customer needs and present tailored insurance solutions.
• Conduct financial reviews and recommend appropriate products.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Education

Active Life & Health license

FINRA SIE, Series 6/63/65 or 7 license

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Orlando, FL

Benefits

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

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Tony Lopez - 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 SIE, Series 6/63/65 or 7 license required.
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer‑focused demeanor

Compensation $50,000.00 - $65,000.00 per year