Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

About Our Agency

Since opening our agency in 2006, we've been committed to providing personalized insurance and financial service solutions while building lasting relationships with our customers throughout the Jacksonville and St. Johns communities. As a locally owned agency, we believe every customer deserves a customized plan tailored to their unique needs and goals.

Our team takes pride in delivering exceptional service in a supportive, collaborative environment where professional growth and teamwork are encouraged. Recognized with honors including Chairman's Circle, Ambassador Travel, and Presidents Club, we're passionate about helping our customers protect what matters most while creating rewarding career opportunities for our team members. If you're looking to join a high-performing agency that values people, community, and personal development, we'd love to hear from you.

ROLE DESCRIPTION:

This position is in-office and requires working onsite at the agency location. As a {{ job.name }} with {{ account.name }}, 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.
• Licensed in Financial Services- Series 6 or 63 licenses preferred.