Financial Services Representative State Farm Agent Team Member
1 day ago
Winter Garden
Job DescriptionBenefits: • Life insurance, • Flexible spending account, • Health reimbursement account, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Training & development Job Description: Craig Martin Insurance and Financial Services, a highly successful and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services. If you love working with clients but feel stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you! As a Financial Services Representative, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact. Responsibilities: • Provide comprehensive financial planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support., • Partner with and learn from a career agent to develop a business plan and implement a client service model effectively., • Exhibit expertise in financial markets, sound business judgment, and unwavering integrity to prioritize clients best interests at every opportunity., • Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations.Qualifications:, • Minimum of 2 years of experience as a Financial Services Representative., • Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members., • Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals., • Eagerness to learn and grow with the financial services industry., • Bachelor's degree preferred., • Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC Licenses preferred., • Licensed in Life and Health Insurance with extensive knowledge of annuities and the life insurance industry preferred.Perks for Financial Services Representative:, • The first years compensation is expected to range between $80,000-$160,000 (including commission and production bonuses) with upward earning potential over time., • Comprehensive benefits package, including 401(k) match, Health Reimbursement Account, Flexible Spending Accounts, Life Insurance and Accrued Paid Time Off (PTO)., • Volunteer events within the community and engage in a learning and fun culture., • Access to a large book of customer households and top-tier Wealth Academy training with mentorship from successful career agents., • A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace.