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Financial Services Representative - State Farm Agent Team Member

Aaron Kilbride - State Farm Agent

Tampa, FL

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JOB DETAILS
SKILLS
Analysis Skills, Communication Skills, Compensation and Benefits, Consultative Sales, Consulting, Customer Relations, Customer Support/Service, Customer Training, Financial Planning, Financial Regulations, Financial Services, Health Insurance, Investment Management, Licensing, Life Insurance, Maintain Compliance, Regulatory Compliance, Risk Management, Series 6, Series 65, Team Player
LOCATION
Tampa, FL
POSTED
30+ days ago
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.


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!

About the Company

A

Aaron Kilbride - State Farm Agent

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