Financial Services Representative - State Farm Agent Team Member

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

Benefits offered by this job

First-year compensation $80k–$160k

401(k) match

HRA & FSA

PTO

Wealth Academy training & mentorship

Job summary

Jessica Cruz Phung State Farm in Winter Haven, FL is seeking a Financial Services Representative. This full-time role combines a permanent base salary with commissions, a book of client households, Wealth Academy training, and guidance from a veteran career agent.

You will deliver comprehensive financial planning, grow client relationships, and help clients monitor and manage investments while staying compliant with regulatory policies.

Qualifications

• Bachelor's degree preferred.
• Active SIE, Series 6/65, 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 and maintaining client relationships.

Responsibilities

• Offer comprehensive financial planning and advice to existing State Farm customer households.
• Partner with a career agent to develop a business plan and deliver client service.
• Maintain and expand relationships through active communication and handling requests.
• Demonstrate understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Ensure adherence with financial industry regulatory policies.

Skills

SIE

Series 6/65/63 licenses

ChFC

Education

Bachelor's degree

Job description

Full Time in Winter Haven - FL

Replies within 24 hours

• Bonus based on performance
• Opportunity for advancement
• Paid time off

Financial Services Representative - State Farm Agent Team Member

Full Time in Winter Haven - FL

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.

Compensation $80,000.00 - $160,000.00 per year

Join a community of good neighbors

Make a difference in your community every day.

Gain confidence and grow your dream career.

Earn benefits and rewards that are second to none