Financial Services Representative — State Farm Agent Team Member

Job overview

The Financial Services Representative — State Farm Agent Team Member role is onsite in Tampa, FL. The listing states an annual salary range of $60,000–$120,000. The representative works with Joseph Ledo’s State Farm agency to market financial products and help customers understand options for managing everyday risks. The role combines consultative customer guidance with business development: identifying needs, recommending suitable insurance and financial products, and following up on leads. Financial reviews and regulatory compliance support responsible customer service and agency growth.

What you'll do

• Consult customers on financial planning, investment options, and life and health insurance coverage
• identify customer needs and present tailored insurance solutions
• generate and follow up on leads
• conduct financial reviews and recommend appropriate products
• maintain compliance with financial regulations.

What we're looking for

Skills & competencies

financial services representative

tampa fl

joseph ledo state farm agent

financial services

insurance

financial planning

investment options

life and health coverage

customer consultation

lead follow-up

$60,000–$120,000 per year

finra license required

life and health license

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k)
• performance-based bonus
• health insurance
• flexible schedule
• paid time off
• training and development
• advancement opportunities.

Why this role

Requires an active Life and Health license or ability to obtain one quickly, and a FINRA Series 6/63/65 or 7 license. Benefits include health insurance, 401(k), paid time off, and training and development.

About the employer

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