Registered Representative - State Farm Agent Team Member

Tish Oleksy - State Farm Agent; Gainesville (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Tish Oleksy - State Farm Agent in Gainesville, FL is seeking a customer-focused financial services professional to guide clients toward secure long-term protection. You will consult on financial planning, life and health insurance, and investments, building lasting relationships.

Ideal candidates enjoy meaningful client conversations, apply strong analytical skills, and tailor product recommendations to meet individual needs while upholding high ethical standards and professionalism.

Qualifications

• Strong communication and customer service skills required.
• Analytical thinking and attention to detail needed.
• Ability to build and maintain customer relationships with high ethical standards.

Responsibilities

• Provide investment options and consult securities to customers.
• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Manage customers portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.
• Maintain accurate records of transactions and customer interactions.

Skills

Communication & customer service

Analytical skills

Detail-oriented

Ethical standards

Relationship building

Education

Series 6/63/65 or 7 license

Florida Life/Health insurance license

Job description

Benefits:

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

ROLE DESCRIPTION:

Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

RESPONSIBILITIES:

• Provide investment options and consult securities to customers.
• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Manage customers portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.
• Maintain accurate records of transactions and customers interactions.

QUALIFICATIONS:

• Series 6/63/65 or 7 license and other relevant certifications.
• Florida Life/Health insurance license (must be able to obtain).
• Strong knowledge of investment products and financial markets.
• Communication and customer service skills.
• Ability to build and maintain customers relationships.
• Detail-oriented with strong analytical skills.
• High ethical standards and professionalism.