Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Representative - State Farm Agent Team Member

$55k - $75k

Nicevilleneighbor

Financial Services Representative - State Farm Agent Team Member Full Time in Niceville - FL Replies within 24 hours Opportunity for advancement Paid time off Profit sharing Bonus based on performance

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Ryan Cabaniss - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES

Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations.

QUALIFICATIONS

3+ years of experience in financial services. Analytical and communication skills. Series 6/63/65 or SIE licenses preferred. SIE, Series 6/63/65, and other relevant certifications. Compensation $55,000.00 - $75,000.00 per year Benefits Opportunity for advancement Paid time off Profit sharing Training & development Bonus based on performance Competitive salary

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Ryan Cabaniss - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES

Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations.

QUALIFICATIONS

3+ years of experience in financial services. Analytical and communication skills. Series 6/63/65 or SIE licenses preferred. SIE, Series 6/63/65, and other relevant certifications. Compensation $55,000.00 - $75,000.00 per year Join a community of good neighbors Make a difference in your community every day. Gain confidence and grow your dream career. Earn benefits and rewards that are second to none #J-18808-Ljbffr Nicevilleneighbor

Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Financial Services Representative - State Farm Agent Team Member in Crestview, FL vacancy
  •  ...Training & development Bonus based on performance Competitive salary ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ryan Cabaniss - State Farm Agent,  you will successfully market the financial products that... 
    Suggested

    Ryan Cabaniss - State Farm Agent

    Crestview, FL
    18 days ago
  • $45k - $60k

     ...questions, working for a State Farm independent contractor agent may be the career for you!...  ...State Farm Insurance and financial services products. As Account Representative for Tiffany Woodham - State...  ...employed as a State Farm Agent Team Member. I am a proud graduate of... 
    Suggested
    For contractors
    Work at office

    Tiffany Woodham - State Farm Agent

    Crestview, FL
    4 days ago
  •  ...Specialist at Tiffany Woodham - State Farm Agent if:  You’re the person...  ...help others, and be part of a team that strives to do good every...  ...goals. Collaborate with team members to coordinate outreach...  ...marketing, outreach, or customer service preferred. Must be able to... 
    Suggested
    Work at office

    Tiffany Woodham - State Farm Agent

    Crestview, FL
    15 days ago
  • $45k - $60k

     ...Specialist at Tiffany Woodham - State Farm Agent At Tiffany Woodham - State...  ...others, and be part of a team that strives to do good every...  ...goals. Collaborate with team members to coordinate outreach...  ...marketing, outreach, or customer service preferred. Must be able to... 
    Suggested
    For contractors
    Work at office

    Tiffany Woodham - State Farm Agent

    Crestview, FL
    4 days ago
  •  ...yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm...  ...that market State Farm Insurance and financial services products.  ROLE DESCRIPTION: As Account Representative for Tiffany Woodham - State Farm... 
    Suggested
    For contractors

    Tiffany Woodham - State Farm Agent

    Crestview, FL
    15 days ago
  •  ...Team Member - Cashier/Sales Associate/Retail Overall Job Summary...  ...available, flexible, adaptable and service-oriented, as you must be...  .... Retail experience and/or farming, ranching, pet/equine, or...  ...Disclaimer This job description represents an overview of the... 
    Full time
    Part time
    Flexible hours
    Shift work
    Night shift
    Weekend work

    Tractor Supply

    Crestview, FL
    4 days ago
  • $14 - $18 per hour

    McDonald’s is seeking Crew Team Members to assist with daily restaurant operations including customer service, food preparation, and maintaining restaurant cleanliness. Crew Members may work in the front counter, drive-thru, or kitchen depending on shift needs. Responsibilities... 
    Hourly pay
    Full time
    Part time
    Flexible hours
    Shift work
    Night shift

    McDonald's

    Crestview, FL
    1 day ago
  •  ...customer's day. So our jobs are more than a paycheck - they're about being independent, having fun, and making new friends. As a Team Member, you could be the smiling face that greets and serves customers. Or you could be the cook that prepares our world famous chicken... 
    Second job
    Flexible hours

    KFC

    Crestview, FL
    3 days ago
  •  ...makes a difference at Lowe's! Thousands of opportunities exist for those with a passion to help others. Warehouse Distribution Team Members will: Receive, put away, pick and ship product within a distribution center; Maintain quality by properly and safely handling the... 

    Lowe's

    Crestview, FL
    4 days ago
  • BRING HOME THE BACON As a restaurant team member, you'll help operate the restaurant on a day-to-day basis. Your personality and commitment...  ...Fries and Jamocha shakes. Arby's Fast Crafted restaurant services feature a unique blend of quick-serve speed combined with the... 
    Casual work

    Arby's

    Crestview, FL
    2 days ago
  •  ...new career? We're adding members to our family! We know our company...  ...our organization - Join a team that encourages building lifelong...  ...stocked, clean, and ready for service. If working in the back of...  ...preferred, or able to obtain a State-approved license - must be maintained... 
    Daily paid
    Casual work
    Flexible hours
    Weekend work
    Afternoon shift

    McAlister's

    Crestview, FL
    3 days ago
  •  ...engagement, and educational events. Conduct financial needs assessments to identify opportunities and provide tailored product and service solutions. Refer clients to business...  ..., applications, and research tools. State Life Insurance license preferred. NMLS... 
    Work at office
    Local area
    Afternoon shift

    Hancock Whitney

    Crestview, FL
    2 days ago
  •  ...Panera Bread Restaurant Team Member At Panera Bread, we believe every guest deserves our best. As a Restaurant Team Member, you'll be...  ...Warmth to life with each guest interaction, delivering excellent services in every circumstance. Your daily responsibilities will... 
    Full time
    Local area
    Flexible hours
    Shift work
    Weekend work
    Afternoon shift

    Panera

    Crestview, FL
    4 days ago
  •  ...ROLE DESCRIPTION: As Account Manager for Ryan Cabaniss - State Farm Agent, you are vital to our daily business operations and customers...  ...of customers by proactively marketing relevant products and services. RESPONSIBILITIES: Develop and maintain customer relationships... 
    Work at office

    Ryan Cabaniss - State Farm Agent

    Crestview, FL
    23 days ago
  • $15 per hour

     ...your oil. We're always looking for friendly and energetic team members to join our family. Technicians, managers, and more positions...  ...filters, fill air in tires, and perform other light maintenance services. All you need to do is be willing to learn, work hard, and bring... 
    Weekly pay
    Daily paid
    Full time
    Part time
    Flexible hours

    Driven Brands

    Crestview, FL
    1 day ago
  • $14 - $15 per hour

     ...Chick-fil-A Team Member Opportunity At Chick-fil-A, the Team Member role is more than just a job; it's an opportunity. In addition to...  ...day and for ensuring all guests receive signature Chick-fil-A service and food. Position Type: Full-time and Part-time Our Benefits... 
    Full time
    Part time
    Monday to Friday
    Flexible hours
    Shift work
    Night shift
    Weekend work
    Day shift

    Chick-fil-A

    Crestview, FL
    4 days ago
  •  ...Parent Shift Team Member Opportunity Are you looking for a flexible, part-time role? A role that will allow you to work just a few hours...  ...day and for ensuring all guests receive signature Chick-fil-A service and food. Position Type: Part-time Monday-Friday 9:00... 
    Part time
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Chick-fil-A

    Crestview, FL
    3 days ago
  •  ...Dunkin' Donuts is looking for hard working, enthusiastic and dedicated Crew Members to join our team! Do you have a love for coffee and donuts? Do you enjoy working in a 'fast-paced environment"? You don't want to work just anywhere, and you don't want to work just... 
    Weekly pay
    Full time
    Part time
    Flexible hours
    Shift work
    Night shift
    Weekend work

    Dunkin

    Crestview, FL
    1 day ago
  •  ...Can this possibly get any better? YES IT CAN! Like a Chili Cheese Coney, the SONIC Drive-In Restaurant Team Member position is a savory plethora of food service responsibilities rolled into one. You'll work Fountain & Frozen, Food Production, Grill, Fryer, Switchboard... 
    Flexible hours
    Night shift
    Weekend work

    Sonic

    Crestview, FL
    15 hours ago
  •  ...expectations with our product quality and flawless execution of service. As a Crew Member at Wendy's, you'll enjoy: Competitive pay and...  ...Ensure all food orders are assembled correctly within stated time goals Maintains a clean, safe, and fully stocked dining... 
    Full time
    Part time
    Immediate start
    Flexible hours

    Wendy's

    Crestview, FL
    3 days ago
  •  ...Title & Type Time Type: Part time Position: Customer Service Representative About the Role We want you to join our team as a Customer Service Representative. If you have...  ...with Disabilities Act (the ADA) and all state and local disability laws. Applicants with disabilities... 
    Weekly pay
    Temporary work
    Part time
    Local area
    Worldwide
    Flexible hours
    Shift work
    Night shift
    Weekend work
    Weekday work

    Circle K Stores Inc.

    Crestview, FL
    4 days ago
  •  ...WHY WENDY’S? As a Crew Member at Wendy’s, you’re part of the family from Day 1. We get you. We got you. Here’s what you can expect as a Crew Member on our team: Perks – FREE MEALS while you’re working, 401(k) and employee assistance program for all employees. Plus PTO... 

    Wendy's

    Crestview, FL
    1 day ago
  •  ...provide a welcoming environment free of the stigma of a typical pain management clinic. Customer service is a priority. All patients and families will leave knowing that each member of our staff cares. We know that pain is not only physical, but it is also an emotional... 
    Hourly pay
    Work at office
    Local area

    DYNAMIC PAIN & WELLNESS PLLC

    Crestview, FL
    3 days ago
  •  ...doing it together. So, join our team and find your place, because...  ...tipped one, too - because great service deserves a little something...  ...home. With more than 70,000 team members nationwide, we take pride in...  ...In compliance with federal and state equal employment opportunity... 
    Daily paid
    Full time
    Part time

    Cracker Barrel

    Crestview, FL
    3 days ago
  • $69k

     ...Description Remote Insurance Sales Representative | Flexible Schedule |...  ...and collaborative virtual team environment Qualities We Value...  ...skills Sales or customer service experience is helpful but not...  ...America including the United States or Canada We do not hire... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    Crestview, FL
    2 days ago
  • $38.76k - $49.5k

     ...SUPPORT PROGRAM CUSTOMER SERVICE REPRESENTATIVE I - 73004196 Date:...  ...Oct 19, 2026 The State Personnel System is an E-Verify...  ...helps children get the financial support they need and deserve...  ...to become an essential member of our team. We are committed to maintaining... 
    Monday to Friday

    Department of Revenue

    Crestview, FL
    1 day ago
  • $38.76k - $49.5k

     ...SUPPORT PROGRAM CUSTOMER SERVICE REPRESENTATIVE I - 73004196  Pay Plan: Career...  ...helps children get the financial support they need and...  ...apply to become an essential member of our team. We are committed to maintaining...  ...Interacting with other states, employers, and other... 
    Monday to Friday

    State of Florida

    Crestview, FL
    1 day ago
  • $44.54k

     ...phone and contributing to improving the financial wellness of our customers. The purpose...  ...assist in resolving end to end customer service inquiries. This role offers an exciting...  ...easier Assists branch and fellow team members with basic tasks to aid in customer problem... 
    Full time
    Flexible hours

    Regions Bank

    Crestview, FL
    13 days ago
  •  ...Job Description Job Description Team Member CKJ Management, LLC | Burger King Start Here. Grow Anywhere. Looking for more...  ...Supportive managers who want to see you succeed Valuable customer service and leadership skills you'll use for the rest of your career... 
    Hourly pay
    Extra income
    Flexible hours
    Shift work
    Day shift
    Afternoon shift

    CKJ Management - Burger King

    Crestview, FL
    17 days ago
  •  ...pride in doing it together. So, join our team and find your place, because here...we're...  ...- and a tipped one, too - because great service deserves a little something extra! So if...  ...feel at home. With more than 70,000 team members nationwide, we take pride in our roots --... 
    Daily paid
    Full time
    Part time

    Cracker Barrel

    Crestview, FL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Representative - State Farm Agent Team Member. Be the first to apply!