Finance Jobs in Inlet Beach, FL

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19d ago

Financial Services Representative - State Farm Agent Team Member

Brad Phelps - State Farm Agent Inlet Beach, FL

Inlet Beach, FL

19d ago

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

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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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