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Financial Services Representative – State Farm Agent Team Member

Full Time in Winter Garden - FL

Responsive recruiter
Benefits
  • Life insurance
  • Flexible spending account
  • Health reimbursement account
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development
Job Description
Craig Martin Insurance and Financial Services, a highly successful and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services. If you love working with clients but feel stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you!

As a Financial Services Representative, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact.

Responsibilities
  • Provide comprehensive financial planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support.
  • Partner with and learn from a career agent to develop a business plan and implement a client service model effectively.
  • Exhibit expertise in financial markets, sound business judgment, and unwavering integrity to prioritize clients’ best interests at every opportunity.
  • Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations.
Qualifications
  • Minimum of 2 years of experience as a Financial Services Representative.
  • Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.
  • Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.
  • Eagerness to learn and grow with the financial services industry.
  • Bachelor's degree preferred.
  • Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC Licenses preferred.
  • Licensed in Life and Health Insurance with extensive knowledge of annuities and the life insurance industry preferred.
Perks for Financial Services Representative
  • The first year’s compensation is expected to range between $80,000-$160,000 (including commission and production bonuses) with upward earning potential over time.
  • Comprehensive benefits package, including 401(k) match, Health Reimbursement Account, Flexible Spending Accounts, Life Insurance and Accrued Paid Time Off (PTO).
  • Volunteer events within the community and engage in a learning and fun culture.
  • Access to a large book of customer households and top-tier Wealth Academy training with mentorship from successful career agents.
  • A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace.
About our Agency
I became a State Farm agent at just 22 years old, and 34 years later, I still love what I do. I was drawn to this career because I wanted work that offered purpose, fulfillment, and the opportunity to continually challenge myself while being rewarded for hard work and results. Helping people make sound decisions about managing risk and protecting what they’ve worked for continues to make this career meaningful.

Today, our team includes 11 professionals and more than 100 years of combined insurance experience. We’re proud to be recognized as a State Farm Chairman’s Circle and Ambassador for Life agency, reflecting our commitment to strong performance and exceptional service. Giving back is equally important to us. Our team supports the community through initiatives such as toy drives benefiting homeless children through Matthew’s Hope Ministry and other local events and causes.

We offer a 401(k), paid training, travel opportunities, cash incentives, and opportunities to earn additional PTO. And, of course, there are our Pizza Fridays! We believe strong performance should be recognized and provide plenty of opportunities for our team to be rewarded for their results.

Our culture is friendly, laid-back, and growing. We’re results-oriented while still keeping the office fun and collaborative. We believe in always learning, always improving, and always finding ways to make a difference. If you’re motivated by growth, enjoy being challenged, and want to be part of a successful team where hard work is recognized and celebrated, we’d love to meet you.
Compensation $80,000.00 - $160,000.00 per year




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