Financial Services Representative - State Farm Agent Team Member
St. Petersburg - FL
Financial Services Representative - State Farm Agent Team Member
Full Time • St. Petersburg - FL
Benefits:
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
- 401(k)
- 401(k) matching
- Bonus based on performance
- Dental insurance
ROLE DESCRIPTION:
As a Financial Services Representative with Daniel Martinez State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
As a Financial Services Representative with Daniel Martinez State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
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.
QUALIFICATIONS:
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
Compensation: $100,000.00 - $150,000.00 per year
We're Hiring!
We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you want to work in an environment that is fun, challenging, and rewarding, then Daniel Martinez - State Farm Agent may be the right fit for you!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- Our office is located in St Petersburg, FL.
- Our office is open 9am - 5pm .
- Additional languages spoken: Spanish
If you want a career, not a job, then we encourage you to apply.
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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