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Closed on July 11, 2026.
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Financial Services Representative
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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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