Financial Services Representative - State Farm Agent Team Member

Jessica Cruz Phung - State Farm Agent; Winter Haven (FL); On-site; USD 80,000 - 160,000; Full time

Benefits offered by this job

401(k) match

Health Reimbursement Account

Flexible Spending Accounts

Life Insurance

Accrued Paid Time Off (PTO)

Job summary

Jessica Cruz Phung - State Farm Agent in Winter Haven, Florida is seeking a licensed financial advisor to provide meaningful financial planning to clients. This role emphasizes strong communication and client relationship management while offering a unique compensation model that includes a base salary and significant earning potential.

Join a passionate team that prioritizes client education and integrity, with access to competitive benefits and mentorship from seasoned agents.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.

Responsibilities

• Offer comprehensive financial planning and advice to existing State Farm customer households.
• Partner with a career agent to develop business plans and client service models.
• Maintain and enhance relationships through effective communication and guidance.
• Demonstrate understanding of financial markets and business judgement.

Skills

Client relationship management

Financial planning

Market understanding

Communication

Education

Bachelor's degree preferred

Tools

Securities licenses (SIE, Series 6, 65, or 63)

Job description

Benefits

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

Job Description

We are not just offering a job but a meaningful career! Come join our passionate team!

If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned-based role, we would love to talk to you. At our agency, we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, and world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent.

Responsibilities

• Offer comprehensive financial planning and advice to existing State Farm customer households.
• Partnering and mentoring with a career agent in developing a business plan and delivering against a client service model.
• Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Understand and ensure business adherence with financial industry regulatory policies.

Qualifications

• Bachelor's degree preferred.
• Active Securities Industry Essentials (SIE), Series 6 and/or 65, or 63 licenses and/or ChFC.
• Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.

Perks for Financial Services Representative

• The first year’s compensation is expected to range between $80,000-$160,000 (including commission and production bonuses) with upward earning potential over time.
• Comprehensive benefits package, including 401(k) match, Health Reimbursement Account, Flexible Spending Accounts, Life Insurance and Accrued Paid Time Off (PTO).
• Volunteer events within the community and engage in a learning and fun culture.
• Access to a large book of customer households and top-tier Wealth Academy training with mentorship from successful career agents.
• A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace.