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3 jobs found

5mo ago

Financial Services Representative - State Farm Agent Team Member

Brad Phelps - State Farm Agent Inlet Beach, FL

Inlet Beach, FL

5mo ago Closed

$60k - $150k/yr Full time Advisor Agent Client Relations

This position is no longer accepting applications (closed Apr 30, 2026).

Job Description

Brad Phelps State Farm in Inlet Beach, FL is expanding its team with a Financial Services Representative who will promote a range of financial products designed to manage everyday risks and help clients understand their options. This onsite role relies on precise analysis to support both client decisions and the agency’s overall success, with a compensation range of USD 60,000 to 150,000 per year and a minimum of three years of financial services experience.

Responsibilities

Advise clients on financial planning and investment options
Assist clients with portfolio management and asset allocation
Conduct financial reviews and recommend appropriate products
Ensure compliance with applicable financial regulations

Requirements

Minimum of 3 years of experience in financial services
Strong analytical abilities and effective communication skills
FINRA Series 7 and 63 licenses are preferred

Benefits

401(k) matching
Performance-based bonus
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Tuition assistance

Role Description

As a Registered Representative for Brad Phelps State Farm, you will effectively market financial products that address daily risks. Your solid knowledge of financial offerings supports a consultative, sales-minded approach to educating clients about their options. Your analytical precision makes you a valuable resource for customers and a strong contribution to the agency’s ongoing success.

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5mo ago

Registered Representative - State Farm Agent Team Member

Patrick Buchanan - State Farm Agent Twin Falls, ID

Twin Falls, ID

5mo ago Closed

$50k - $150k/yr Full time Agent Compliance Customer Relationship Management (CRM)

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Location: Twin Falls, ID

Benefits

Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development

Role Description

As a Registered Representative with Patrick Buchanan - State Farm Agent, you will actively market the financial products that help clients manage everyday risks. Your solid knowledge of financial instruments supports a consultative, sales-oriented approach to guiding customers through their financial options. Your analytical accuracy makes you a valuable resource to clients and a strong addition to a thriving agency.

Responsibilities

Provide investment options and consult securities to customers.
Conduct financial needs analysis and recommend investment products.
Manage customer portfolios and provide ongoing support.
Stay updated on market trends and regulatory changes.
Conduct presentations and seminars on investment topics.
Maintain accurate records of transactions and customer interactions.
Ensure compliance with industry regulations and standards.

Qualifications

Series 6 or 7 license and other relevant certifications.
Strong knowledge of investment products and financial markets.
Communication and customer service skills.
Ability to establish and maintain client relationships.
Detail-oriented with strong analytical skills.
Proficiency with financial software and tools.
High ethical standards and professionalism.

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5mo ago

Financial Services Representative - State Farm Agent Team Member

Antonio Mendoza State Farm Santa Maria, CA

Santa Maria, CA

5mo ago Closed

$75k - $90k/yr Full time Agent Commission-based Compliance

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Role Description

As a Financial Services Representative with the Antonio Mendoza State Farm agency, you will effectively promote financial products that help clients manage everyday risks. Your strong knowledge of financial offerings supports a sales‑driven, consultative approach to educating customers about their financial options. Your analytical mindset makes you a valuable resource for clients and strengthens the agency's competitive position.

Employment Type

Full-time

Responsibilities

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

Qualifications

3+ years of experience in financial services.
Strong analytical and communication skills.
FINRA Series 7 and 63 licenses are preferred.

Benefits

Performance-based commission structure
Life insurance
Paid Time Off (vacation, sick, and personal days)
Paid company holidays

Compensation

Competitive salary range of $75,000 to $90,000 per year, with earnings comprising base pay plus commissions and bonuses.

Location

Santa Maria, CA 93455

Important Employment Information

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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Member Finance Jobs

Financial Services Representative - State Farm Agent Team Member

Registered Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

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