Financial Services Representative – State Farm Agent Team Member
Full Time • Winter Garden - FL
Responsive recruiter
Benefits:
- Life insurance
- Flexible spending account
- Health reimbursement account
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
Job Description:
Craig Martin Insurance and Financial Services, a highly successful and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services. If you love working with clients but feel stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you!
As a Financial Services Representative, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact.
Responsibilities:
Craig Martin Insurance and Financial Services, a highly successful and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services. If you love working with clients but feel stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you!
As a Financial Services Representative, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact.
Responsibilities:
- Provide comprehensive financial planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support.
- Partner with and learn from a career agent to develop a business plan and implement a client service model effectively.
- Exhibit expertise in financial markets, sound business judgment, and unwavering integrity to prioritize clients’ best interests at every opportunity.
- Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations.
Qualifications:
- Minimum of 2 years of experience as a Financial Services Representative.
- Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.
- Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.
- Eagerness to learn and grow with the financial services industry.
- Bachelor's degree preferred.
- Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC Licenses preferred.
- Licensed in Life and Health Insurance with extensive knowledge of annuities and the life insurance industry preferred.
Perks for Financial Services Representative:
- The first year’s compensation is expected to range between $80,000-$160,000 (including commission and production bonuses) with upward earning potential over time.
- Comprehensive benefits package, including 401(k) match, Health Reimbursement Account, Flexible Spending Accounts, Life Insurance and Accrued Paid Time Off (PTO).
- Volunteer events within the community and engage in a learning and fun culture.
- Access to a large book of customer households and top-tier Wealth Academy training with mentorship from successful career agents.
- A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace.
Compensation: $80,000.00 - $160,000.00 per year
Do you want to work with someone who will help you achieve YOUR goals?
Our team is comprised of results-oriented individuals that are serious about their development. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you want to work in an environment that is fun, challenging, and rewarding, then Craig Martin - State Farm Agent may be the right fit for you!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, College Planning, and Health Insurance.
We look forward to speaking with you!
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Apply here.
Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none