Financial Services Representative, State Farm Agent Team Member
Employment type
Full-time
Work setting
On-site
Location
Clermont, FL
Schedule
Day shift
Posted
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Job overview
The Financial Services Representative, State Farm Agent Team Member role is onsite in Clermont, FL. Compensation is not specified; the posting describes a competitive base salary plus commission. The representative works with Heather Thies’s State Farm agency. The role markets financial products and helps customers understand financial options. Through consultations, financial reviews, and product recommendations, the representative supports customer decisions while maintaining compliance with financial regulations.
What you'll do
- Consult customers about financial planning and investment options
- assist with portfolio management and asset allocation
- conduct financial reviews and recommend products
- maintain compliance with financial regulations.
What we're looking for
- Skills & competencies
- financial services representativestate farm agentfinancial productsfinancial planninginvestment optionsportfolio managementasset allocationfinancial reviewsclermont flcommissionseries 7 preferredseries 63 preferred
- Work arrangement
- Weekend coverage required
Benefits & perks
- 401(k) with matching, performance bonus, dental and health insurance, advancement opportunities, paid time off, profit sharing, and training and development.
Why this role
The posting prefers FINRA Series 7 and 63 licenses and asks for at least three years of financial services experience.
About the employer
Heather Thies - 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: e872d89d-5e9e-4581-a04e-1de5716b9b17