Financial Services Representative - State Farm Agent Team Member

Jamie Pelzer; Tampa (FL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Health insurance

Paid time off

Training & development

Job summary

A local insurance agency in Tampa, Florida is seeking a Financial Services Representative - State Farm Agent Team Member. The role involves consulting customers on financial planning, conducting financial reviews, and maintaining compliance with regulations. Ideal candidates should have over 3 years of experience in financial services and strong analytical and communication skills. The position offers a competitive salary ranging from $60,000 to $120,000 annually and additional benefits including health insurance and paid time off.

Qualifications

• 3+ years of experience in financial services.
• FINRA Series 7 and 63 licenses preferred.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Tampa - FL

Responsive recruiter Replies within 24 hours

Benefits

• 401(k)
• Bonus based on performance
• Competitive salary
• Health insurance
• Paid time off
• Training & development

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Jamie Pelzer - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products 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 with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

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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