
Financial Services Representative - State Farm Agent Team Member
Joseph Ledo, Tampa, FL, United States
Financial Services Representative - State Farm Agent Team Member
Full Time in Tampa, FL 33609
Benefits
401(k)
Bonus based on performance
Health insurance
Opportunity for advancement
Paid time off
Role Description As a Financial Services Representative - State Farm Agent Team Member with Joseph Ledo - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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 on financial planning, investment options, and life/health insurance coverage.
Identify customer needs and present tailored insurance solutions.
Proactively generate and follow up on leads to drive new business.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
Qualifications
Active Life & Health license (required or ability to obtain quickly)
FINRA Series 6/63/65 or 7 license (required)
Previous experience in financial services and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor
Compensation $60,000.00 - $120,000.00 per year
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.
Join a community of good neighbors Make a difference in your community every day.
Gain confidence and grow your dream career.
Earn benefits and rewards that are second to none
#J-18808-Ljbffr
Benefits
401(k)
Bonus based on performance
Health insurance
Opportunity for advancement
Paid time off
Role Description As a Financial Services Representative - State Farm Agent Team Member with Joseph Ledo - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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 on financial planning, investment options, and life/health insurance coverage.
Identify customer needs and present tailored insurance solutions.
Proactively generate and follow up on leads to drive new business.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
Qualifications
Active Life & Health license (required or ability to obtain quickly)
FINRA Series 6/63/65 or 7 license (required)
Previous experience in financial services and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor
Compensation $60,000.00 - $120,000.00 per year
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.
Join a community of good neighbors Make a difference in your community every day.
Gain confidence and grow your dream career.
Earn benefits and rewards that are second to none
#J-18808-Ljbffr