Financial Services Representative - State Farm Agent Team Member
$55,000–$75,000 year
On-siteNiceville, Florida, United States
Niceville, Florida, United StatesOn-siteFull Time$55,000–$75,000 yearEnterprise
Full TimeEnterprise
Job Summary
Consult customers with financial planning and investment options, assist with portfolio management and asset allocation, and conduct financial reviews to recommend appropriate products. Maintain strict compliance with financial regulations while leveraging analytical precision to educate clients on their financial options. This role supports Ryan Cabaniss - State Farm Agent in managing everyday risks through a consultative sales approach.
Required Qualifications
- 3+ years of experience in financial services
- Analytical and communication skills
Desired Qualifications
- Series 6/63/65 or SIE licenses preferred
- SIE, Series 6/63/65, and other relevant certifications
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