Financial Services Representative — State Farm Agent Team Member
Compensation
From $40k /yr
Employment type
Full-time
Work setting
On-site
Location
Miami, FL
Schedule
Day shift
Posted
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Job overview
The Financial Services Representative role is onsite in Miami, FL. The posting states a base compensation of $50,000 plus commissions. The role is with Richard Cossio Agency, a State Farm agent team. The representative markets financial products and educates customers about financial options through a consultative approach. The work includes financial reviews, portfolio support, product recommendations, and regulatory compliance to help customers manage everyday risks.
What you'll do
- Consult customers about financial planning and investment options
- assist with portfolio management and asset allocation
- conduct financial reviews and recommend appropriate products
- maintain compliance with financial regulations.
What we're looking for
- Skills & competencies
- financial services representativemiami flstate farm agent teamrichard cossio agency$50,000 base plus commissionfinancial productsfinancial planningportfolio managementasset allocationcustomer educationfinra series 6 preferredfinra series 65 preferred
- Work arrangement
- Weekend coverage required
Benefits & perks
- Performance-based bonus
- flexible schedule
- training and development.
Why this role
Base compensation plus commissions; performance-based bonus, flexible schedule, and training and development are listed.
About the employer
Richard Cossio - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Insurance Agencies and Brokerages
- Occupation code
- 41-3031.00
You'll be redirected to the employer's application page.
Listing ID: 447708ee-8478-4b6f-a544-52f1b2b4ce98