DA

Financial Services Representative - State Farm Agent Team Member

Salary
$60K–$90K
Hiring from
United States
Work type
Hybrid
Posted

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Show job description
Benefits:
  • Team Activities and Training
  • Existing Book to work with
  • Work from home 2 days a week
  • Paid time off
  • 401(k) matching
  • Bonus based on performance
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Dan Cavin - State Farm Agent, you will successfully market the financial products that manage everyday risks. You will begin this role with a large existing book of business to work.

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:
  • 1 year of experience in financial services required.
  • Series 6/63/65 or SIE licenses preferred.
  • relevant certifications such as (ChFC or other American College classes)

Flexible work from home options available.

Compensation: $60,000.00 - $90,000.00 per year



We're Hiring!

We are a very busy office and are looking for our next great team member. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it!

About Our Agency

  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Health Insurance, and Renters Insurance.
  • Our office is located in 3650 Forest Hill blvd Ste3, West Palm Beach, Fl 33406.
  • We currently have 11 team members at our agency.

Apply now and let us put you on the path to success.


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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