Financial Services Representative - State Farm Agent Team Member

Joseph Ledo - State Farm Agent; Tampa (FL); On-site; USD 42,000 - 64,000; 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

Joseph Ledo - State Farm Agent in Tampa is seeking a Financial Services Representative to market financial products, educate customers on options, and support agency growth with a consultative, sales-minded approach. The role emphasizes analytical precision and customer-focused service to deliver tailored financial solutions.

The position involves advising on planning, investments, and insurance, generating leads, conducting reviews, and ensuring regulatory compliance, with training and

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.

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.

Skills

Life & Health license

FINRA Series 6/63/65 or 7

Sales experience

Communication skills

Analytical skills

Customer-focused

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 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