Financial Services Representative - State Farm Agent Team Member

Joseph Ledo - State Farm Agent

Tampa, FL

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JOB DETAILS

SKILLS

Analysis Skills, Communication Skills, Consulting, Customer Relations, Customer Training, Financial Planning, Financial Regulations, Financial Services, Health Insurance, Insurance, Life Insurance, Maintain Compliance, Needs Assessment, Options Analysis, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 6, Training/Teaching

LOCATION

Tampa, FL

POSTED

30+ days ago

Benefits:

401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Joseph Ledo - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:

Consult customers on financial planning, investment options, and life/health insurance coverage.
Identify customer needs and present tailored insurance solutions.
Proactively generate and follow up on leads to drive new business.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.

QUALIFICATIONS:

Active Life & Health license (required or ability to obtain quickly)
FINRA Series 6/63/65 or 7 license (required)
Previous experience in financial services and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor

Financial Services Representative - State Farm Agent Team Member

Joseph Ledo - State Farm Agent

Tampa, FL

About the Company

Joseph Ledo - State Farm Agent

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