Financial Services Representative - State Farm Agent Team Member
Jkizziah
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Benefits offered by this job
Job summary
John Kizziah - State Farm Agent in Pensacola, FL seeks a dynamic Financial Services Representative to promote and sell our insurance and financial services products to prospective clients.
This full-time role requires licenses in Life & Health and FINRA/SIE, plus experience in financial services or insurance; you will conduct reviews, advise on investments, and ensure regulatory compliance while delivering outstanding customer service.
Qualifications
- Active Life & Health license is required.
- FINRA/SIE license or Series 6/63/65/MODULE preferred.
- Experience in financial services and/or insurance is expected.
- Professional, trustworthy and customer-focused demeanor essential.
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
Job description
Full Time in Pensacola - FL
Replies within 24 hours
- Simple IRA
- Opportunity for advancement
- Paid time off
- Bonus based on performance
- Health insurance
- Training & development
- Competitive salary
- Flexible schedule
- Company parties
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.
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
- 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.
Compensation $50,000.00 - $175,000.00 per year
Full Time in Pensacola - FL
Responsive recruiter Replies within 24 hours
- Simple IRA
- Opportunity for advancement
- Paid time off
- Bonus based on performance
- Health insurance
- Training & development
- Competitive salary
- Flexible schedule
- Company parties
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.
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
- 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.
Compensation $50,000.00 - $175,000.00 per year
Make a difference in your community every day.
Gain confidence and grow your dream career.
Earn benefits and rewards that are second to none
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