Financial Services Representative - State Farm Agent Team Member

Tonylopez; Orlando (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Tonylopez is seeking a Financial Services Representative to join their team in Orlando, Florida. This role involves marketing financial products, educating customers on their options, and providing tailored insurance solutions.

The ideal candidate will have an active Life & Health license or the ability to obtain one quickly, along with required FINRA licenses. Strong communication and analytical skills are essential.

Qualifications

• Active Life & Health license required or ability to obtain quickly.
• FINRA SIE and Series 6/63/65 or 7 license required.
• Previous experience in financial services and/or insurance.

Responsibilities

• Consult customers on financial planning and investment options.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads for new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Strong communication

Analytical skills

Customer-focused demeanor

Job description

Benefits

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