Financial Services Representative - State Farm Agent Team Member
Job Description
Brad Phelps State Farm in Inlet Beach, FL is expanding its team with a Financial Services Representative who will promote a range of financial products designed to manage everyday risks and help clients understand their options. This onsite role relies on precise analysis to support both client decisions and the agency’s overall success, with a compensation range of USD 60,000 to 150,000 per year and a minimum of three years of financial services experience.
Responsibilities
- Advise clients on financial planning and investment options
- Assist clients with portfolio management and asset allocation
- Conduct financial reviews and recommend appropriate products
- Ensure compliance with applicable financial regulations
Requirements
- Minimum of 3 years of experience in financial services
- Strong analytical abilities and effective communication skills
- FINRA Series 7 and 63 licenses are preferred
Benefits
- 401(k) matching
- Performance-based bonus
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Tuition assistance
Role Description
As a Registered Representative for Brad Phelps State Farm, you will effectively market financial products that address daily risks. Your solid knowledge of financial offerings supports a consultative, sales-minded approach to educating clients about their options. Your analytical precision makes you a valuable resource for customers and a strong contribution to the agency’s ongoing success.