FINANCIAL SERVICES REPRESENTATIVE - STATE FARM AGENT TEAM MEMBER

About the role

We are seeking a Financial Advisor / Investment Representative who is committed to developing a professional career centered on financial planning, relationship management, and disciplined customer service. Our agency focuses on a needs-based approach to help individuals and families evaluate income protection, retirement preparation, and investment considerations in alignment with their goals and risk tolerance.

Responsibilities

• Conduct comprehensive financial and insurance reviews (in person or virtual).
• Evaluate assets, liabilities, income protection needs, retirement readiness, and legacy objectives.
• Identify potential gaps and discuss suitable planning options consistent with regulatory standards.
• Perform daily targeted outreach to designated planning segments.
• Complete periodic portfolio and financial reviews in accordance with firm policy.
• Maintain required documentation and compliance standards for insurance and securities activity.

Qualifications

• Financial degree or relevant financial experience is required.
• Active Florida Life & Health Insurance license (2-15) preferred.
• FINRA Series 6 and 63 licenses required for securities activity (Series 65 or 66 may be required depending on registration structure).
• Ability to obtain and maintain all required securities registrations.
• Financial Services, Insurance, Or Advisory Experience Preferred.
• Strong communication skills and strict adherence to compliance and ethical standards.

Benefits

• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

Schedule

Flexible schedule

Pay

$70,000.00 - $85,000.00 per year