Financial Services Representative - State Farm Agent Team Member

Joseph Ledo; Tampa (FL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Job summary

A State Farm agent team is seeking a Financial Services Representative based in Tampa, FL, to market financial products and provide tailored insurance solutions. The role requires active Life & Health and FINRA licenses along with a strong customer-focused demeanor. Responsibilities include consulting on financial planning, identifying customer needs, and driving new business. Compensation ranges from $60,000 to $120,000 per year, along with benefits that enhance career development.

Qualifications

• Active Life & Health license required or ability to obtain quickly.
• FINRA Series 6/63/65 or 7 license is needed.
• Experience in financial services and/or insurance preferred.
• Must possess strong communication and analytical skills.
• Must maintain a professional and customer-focused demeanor.

Responsibilities

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

Skills

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Strong communication skills

Analytical skills

Trustworthy demeanor

Customer-focused demeanor

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Tampa, FL 33609

Benefits

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

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Joseph Ledo - 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 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 $60,000.00 - $120,000.00 per year

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.

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