Financial Services Representative - State Farm Agent Team Member

Role Description

As a Registered Representative at Brad Phelps State Farm, you will actively market the financial products that help manage everyday risks. Your solid knowledge of financial products supports a sales‑driven, consultative approach to educating customers on their financial options. Your analytical precision makes you a trusted resource for customers and a valuable addition to a successful agency.

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.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Tuition assistance

Location

Inlet Beach, FL 32461