Financial Services Representative - State Farm Agent Team Member

John-Kizziah---State-Farm-Agent; Pensacola (FL); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Simple IRA

Advancement opportunities

Paid time off

Training & development

Bonus based on performance

Health insurance

Flexible schedule

Company parties

Job summary

John Kizziah - State Farm Agent is seeking a Financial Services Representative to promote and sell insurance and financial services to clients in Pensacola, FL. You will guide clients through planning, investments, and risk management, while supporting compliance and a strong customer focus.

The role emphasizes building trust, providing personalized solutions, and contributing to a collaborative team environment. Training and development opportunities are available.

Qualifications

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

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

Previous experience in financial/insur

Customer-focused demeanor

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:

Key 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

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.