Financial Services Representative - State Farm Agent Team Member
Full Time • Tampa - FL
Responsive recruiter
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Health insurance
- Profit sharing
Join Our Team as a Financial Specialist at Aaron Kilbride State Farm!
Are you passionate about helping people secure their financial future? Do you have a strong background in financial services and a consultative approach to client relationships? If so, we want you on our team!
At Aaron Kilbride State Farm, we are dedicated to providing our customers with the best financial products and personalized service to manage everyday risks and build wealth. We’re looking for a motivated and knowledgeable Financial Specialist to join our successful agency and make a meaningful impact on our clients’ lives.
Role Description:
As a Financial Specialist, you will leverage your expertise to market financial products and educate customers on their financial options. Your consultative and sales-minded approach, combined with your analytical precision, will empower clients to make informed decisions about their financial future. You will be a trusted resource and a vital part of our agency’s success.
As a Financial Specialist, you will leverage your expertise to market financial products and educate customers on their financial options. Your consultative and sales-minded approach, combined with your analytical precision, will empower clients to make informed decisions about their financial future. You will be a trusted resource and a vital part of our agency’s success.
Responsibilities:
- Consult with customers on financial planning and investment options tailored to their unique goals.
- Assist customers with portfolio management and asset allocation strategies.
- Conduct thorough financial reviews and recommend appropriate financial products.
- Ensure compliance with all financial regulations and licensing requirements.
Qualifications:
- Minimum of 3 years’ experience in financial services.
- Strong analytical skills and excellent communication abilities.
- Must hold FINRA Series 6 and Series 65 licenses.
- 2-15 Life Insurance license required.
Why Join Us?
- Work with a supportive and successful team.
- Opportunity to grow your career in a respected agency.
- Make a real difference in customers’ financial lives.
- Competitive compensation and benefits.
If you are ready to take the next step in your financial services career and thrive in a collaborative environment, we would love to hear from you!
Compensation: $80,000.00 - $120,000.00 per year
We're Hiring!
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. If you want to make an impact, see immediate success, we could be the place for you!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
- I am a proud graduate of University of South Florida .
We look forward to speaking with you!
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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