Financial Services Representative - State Farm Agent Team Member

Responsibilities

• Carry out structured financial and insurance reviews (in person or virtually).
• 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 comply with compliance standards for insurance and securities activity.

Requirements

• Financial degree or relevant financial experience.
• 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.

Qualifications

• Financial degree or relevant financial experience.
• 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

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

Pay

$70,000.00 - $85,000.00 per year

Schedule

Flexible schedule