Remote Financial Services Advisor & Planner

Michael Hodge - State Farm Agent; Cantonment (FL); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Michael Hodge State Farm is seeking a Financial Services Representative to educate customers on financial options and manage risk with a consultative sales approach. You will market financial products and provide guidance on suitable solutions.

The role emphasizes analytical accuracy, compliance with regulations, and collaboration with clients to build long-term financial plans. Flexible work-from-home options are available.

Qualifications

• 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.

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 and communication skills

3+ years of experience in financial‑s5

Education

Series 6/63/65 or SIE licenses

Job description

Michael Hodge State Farm is seeking a Financial Services Representative to educate customers on financial options and manage risk with a consultative sales approach. You will market financial products and provide guidance on suitable solutions.

The role emphasizes analytical accuracy, compliance with regulations, and collaboration with clients to build long-term financial plans. Flexible work-from-home options are available.