Financial Services Representative, State Farm Agent Team

Job overview

The Financial Services Representative, State Farm Agent Team role is onsite in Pensacola, FL. Compensation is $50,000–$175,000 per year. The agent’s office provides insurance and financial services focused on customer satisfaction and helping clients protect assets and pursue financial security. The representative consults with customers about financial planning, investment options, and life and health coverage, then recommends personalized products. The role supports the office’s client service and sales goals while maintaining compliance with financial and insurance regulations.

What you'll do

• Consult customers on financial planning, investment options, and life and health insurance coverage
• assist with portfolio management, asset allocation, and risk management strategies
• conduct financial reviews and recommend personalized products
• maintain regulatory compliance
• analyze customer needs and conduct sales conversations.

What we're looking for

Skills & competencies

financial services representative

insurance sales

financial planning

life insurance

health insurance

investment options

customer needs analysis

pensacola fl

state farm agent

full-time

$50k–$175k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Simple IRA, paid time off, training and development, performance bonuses, health insurance, flexible schedule, and company events.

Why this role

The posting lists an active Life and Health license and FINRA Series 6, 63, 65, or SIE credentials as preferred qualifications.

About the employer

John Kizziah - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.