Investment Options Finance Jobs

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1mo ago

Financial Services Representative

Darrell Shelton - State Farm Agent Miami, FL

Miami, FL

1mo ago Closed

$50k - $70k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jul 11, 2026).

Job Description

Based in Miami, Florida, this on-site Financial Services Representative position with Darrell Shelton State Farm Agent offers a salary range of USD 50,000 to 70,000 per year. The role focuses on marketing financial products and educating clients on financial options through a consultative, sales-minded approach while ensuring regulatory compliance.

Responsibilities

Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.

Requirements

3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 66 licenses preferred.
Florida 2-15 Life, Health, Variable Annuities License

Benefits

401(k)
Bonus based on performance
Health insurance

Role Description

As a Financial Services Representative with Darrell Shelton State Farm, you will actively market financial products that help manage everyday risks. Your solid knowledge of financial offerings supports a sales-minded, consultative approach to educating clients on their options. Your analytical precision makes you a valuable resource to customers and a competitive asset to the agency.

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