Financial Services Representative, State Farm Agent Team

Job overview

The Financial Services Representative, State Farm Agent Team role is an onsite, full-time position in Winter Garden, FL, with first-year compensation expected to range from $80,000–$160,000 per year, including commission and production bonuses. The role supports Craig Martin Insurance and Financial Services and its customer households. The representative provides financial planning and advice, maintains client relationships, and helps customers use tools and resources to manage investments. The role also supports compliant, client-focused service and development of a business plan with a career agent.

What you'll do

• Provide financial planning and advice to State Farm customer households
• maintain client relationships through communication and support
• partner with a career agent to develop a business plan and client service model
• educate clients about investment tools and resources
• provide financial coaching and follow agency and industry regulations.

What we're looking for

Skills & competencies

financial services representative

state farm agent team

full-time

winter garden fl

craig martin - state farm agent

financial planning

client relationships

investment education

financial coaching

commission

production bonuses

mentorship

401(k)

$80k–$160k per year

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) match, health reimbursement account, flexible spending accounts, life insurance, paid time off, training and development, and performance bonuses.

Why this role

The posting lists a first-year compensation expectation that includes commission and production bonuses, mentorship, and Wealth Academy training. Preferred qualifications include relevant securities and insurance licenses.

About the employer

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