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Financial Services Representative - State Farm Agent Team Member

Jessica Cruz Phung - State Farm Agent

Winter Haven, FL

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JOB DETAILS
SALARY
$80,000–$160,000 Per Year
SKILLS
Annuities, Business Plan, Coaching, Cold Calling Skills, Customer Relations, Customer Support/Service, Customer Training, Develop and Maintain Customers, Establish Priorities, Financial Planning, Financial Services, Health Insurance, Insurance, Investment Management, Life Insurance, Maintain Compliance, Mentoring, Regulations, Securities, Series 6, Series 65, Stock Market, Team Player, Training/Teaching
LOCATION
Winter Haven, FL
POSTED
24 days ago
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

Job Description:
Jessica Cruz Phung 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 the Company

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Jessica Cruz Phung - State Farm Agent