Financial Services Representative - State Farm Agent Team Member
Full Time in Ocala - FL
Responsive recruiter
Benefits
- 401(k)
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION
We are seeking a knowledgeable and driven Financial Professional who currently holds a Series 6 & 65. This role involves providing exceptional financial guidance, insurance solutions, and investment products to our customers.
RESPONSIBILITIES
We are seeking a knowledgeable and driven Financial Professional who currently holds a Series 6 & 65. This role involves providing exceptional financial guidance, insurance solutions, and investment products to our customers.
RESPONSIBILITIES
- · Deliver personalized financial services including mutual funds, annuities, life and other investment products within the scope of Series 6 & 65 licenses.
· Build and maintain strong client relationships through exceptional service and follow-up.
· Develop and implement financial strategies tailored to client needs.
· Collaborate with the agency team to support business growth and client satisfaction.
· Stay current with industry trends, regulations, and product knowledge.
QUALIFICATIONS
· Active Series 6 & 65 licenses required.
· Strong interpersonal and communication skills.
· Self-motivated with a desire to grow within the financial services industry.
· Previous experience in financial services, insurance, or investments preferred.
· Commitment to ethical standards and compliance.
· Active Series 6 & 65 licenses required.
· Strong interpersonal and communication skills.
· Self-motivated with a desire to grow within the financial services industry.
· Previous experience in financial services, insurance, or investments preferred.
· Commitment to ethical standards and compliance.
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