Financial Services Representative - State Farm Agent Team Member

Full Time in Ocala - FL

• 401(k)
• Health insurance
• Opportunity for advancement
• Paid time off

We are seeking a knowledgeable and driven Financial Professional who currently holds a Series 6 & 65. This role involves providing exceptional financial guidance, insurance solutions, and investment products to our customers.

• - Deliver personalized financial services including mutual funds, annuities, life and other investment products within the scope of Series 6 & 65 licenses.
• - Build and maintain strong client relationships through exceptional service and follow-up.
• - Develop and implement financial strategies tailored to client needs.
• - Collaborate with the agency team to support business growth and client satisfaction.
• - Stay current with industry trends, regulations, and product knowledge.

• - Active Series 6 & 65 licenses required.
• - Strong interpersonal and communication skills.
• - Self-motivated with a desire to grow within the financial services industry.
• - Previous experience in financial services, insurance, or investments preferred.
• - Commitment to ethical standards and compliance.

Full Time in Ocala - FL

• 401(k)
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

We are seeking a knowledgeable and driven Financial Professional who currently holds a Series 6 & 65. This role involves providing exceptional financial guidance, insurance solutions, and investment products to our customers.

• - Deliver personalized financial services including mutual funds, annuities, life and other investment products within the scope of Series 6 & 65 licenses.
• - Build and maintain strong client relationships through exceptional service and follow-up.
• - Develop and implement financial strategies tailored to client needs.
• - Collaborate with the agency team to support business growth and client satisfaction.
• - Stay current with industry trends, regulations, and product knowledge.

• - Active Series 6 & 65 licenses required.
• - Strong interpersonal and communication skills.
• - Self-motivated with a desire to grow within the financial services industry.
• - Previous experience in financial services, insurance, or investments preferred.
• - Commitment to ethical standards and compliance.

Make a difference in your community every day.

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