Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Orlando (FL); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Flexible schedule

Paid time off

Training & development

Job summary

State Farm Agent in Orlando is looking for a Financial Services Representative to market financial products and consult with customers on their insurance and financial needs. The ideal candidate has strong analytical and communication skills, along with an active Life & Health license and relevant experience in financial services.

Benefits include a competitive salary, health insurance, flexible schedule, and opportunities for advancement. Join a team that values hard work and community impact!

Qualifications

• ACTIVE LIFE & HEALTH LICENSE required or ability to obtain quickly.
• Prior experience in financial services and/or insurance is mandatory.
• Strong analytical and communication abilities are essential.

Responsibilities

• Consult customers on financial planning and insurance coverage.
• Present tailored insurance solutions based on customer needs.
• Generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend suitable products.
• Maintain compliance with financial regulations.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Education

Active Life & Health license

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

Previous experience in financial services/insurance

Job description

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.

Responsive recruiter. Replies within 24 hours.

Benefits

• 401(k)


• Bonus based on performance


• Competitive salary


• Flexible schedule


• Health insurance


• Opportunity for advancement


• Paid time off


• Training & development

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

Are You Driven & Ambitious?

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you want to make an impact, see immediate success, we could be the place for you!

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 their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance, and Renters Insurance.


• Our office is located in Winter Park and Hunter’s Creek.

Apply now and let us put you on the path to success.

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.