Financial Services Representative - State Farm Agent Team Member

Jkizziah; Pensacola (FL); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Simple IRA

Advancement opportunities

Paid time off

Training & development

Bonus based on performance

Competitive salary

Health insurance

Flexible schedule

Company parties

Job summary

John Kizziah - State Farm Agent is seeking a Financial Services Representative to promote and sell a broad range of insurance and financial services. You will advise clients on planning, investments, and insurance, and help manage portfolios while ensuring regulatory compliance.

A strong client‑driven approach and sales skills are essential. Ideal candidates have an active Life & Health license and relevant FINRA/SIE credentials, with experience in financial services or insurance.

Qualifications

• Active Life & Health license required.
• FINRA Series 6/63/65 or SIE license preferred.
• Experience in financial services and/or insurance is desirable.

Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Assist customers with portfolio management, asset allocation, and risk management strategies.
• Conduct financial reviews and recommend personalized product solutions.
• Maintain compliance with financial and insurance regulations.
• Perform customer needs analysis and engage in sales conversations.

Skills

Active Life & Health license

FINRA Series 6/63/65 or SIE license

Experience in financial services/insur

Sales experience

Customer service

Job description

Benefits

• Simple IRA
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Health insurance
• Flexible schedule
• Company parties

Company Overview

John Kizziah - State Farm Agent, a leading provider in the insurance/financial services industry, is seeking dynamic and results‑driven individuals to join our team as Financial Services Representative - State Farm Agent Team Member. With a commitment to excellence and a focus on customer satisfaction, we provide a supportive and collaborative work environment that empowers our employees to achieve their full potential.

Job Description

As an Financial Services Representative - State Farm Agent Team Member, you will play a crucial role in promoting and selling our comprehensive range of insurance/financial service products to prospective clients. This is a challenging yet rewarding opportunity for individuals who are passionate about helping others protect their assets and achieve financial security. Your primary responsibilities will include:

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Perform customer needs analysis and engage in sales conversations

Preferred Qualifications

• Active Life & Health license
• FINRA Series 6/63/65 or SIE license
• Previous experience in financial services and/or insurance
• Professional, trustworthy, and customer-focused demeanor

John Kizziah - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.