Financial Services Representative - State Farm Agent Team Member

Responsive recruiter

Benefits

• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

About Us

At Kelly Hagar's State Farm Agency, we are dedicated to helping our clients protect what matters most and build a secure financial future. As a trusted State Farm agency, we offer comprehensive insurance and financial services, including personalized investment planning. Join our team and make a meaningful impact on the financial well-being of our community.

Position Overview

We are seeking a motivated and knowledgeable Investment Planner to join our team. In this role, you will work closely with clients to assess their financial goals, develop investment strategies, and provide ongoing portfolio management. You will serve as a trusted advisor, helping clients make informed decisions to grow and protect their wealth.

Key Responsibilities

• Conduct financial needs assessments to understand client goals, risk tolerance, and investment preferences.
• Develop personalized investment plans and recommend suitable financial products, including mutual funds, annuities, retirement accounts, and other securities.
• Provide retirement planning advice and help clients prepare for long-term financial security.
• Monitor and manage client investment portfolios, making adjustments as needed based on market conditions and client objectives.
• Educate clients on investment options, market trends, and financial concepts.
• Ensure compliance with all regulatory requirements and State Farm policies.
• Build and maintain strong client relationships through regular communication and portfolio reviews.
• Collaborate with other agency team members to deliver comprehensive financial solutions.

Qualifications

• Experience in Finance, Business, Economics, or related field preferred.
• Series 6 and Chfc or 65 preferred
• State insurance licenses required or ability to obtain.
• Strong knowledge of investment products, financial markets, and retirement planning.
• Excellent communication, interpersonal, and client service skills.
• Detail-oriented with strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team.

What We Offer

• Competitive compensation with commission opportunities.
• Ongoing training and professional development.
• Supportive team environment and career growth opportunities.
• The chance to make a positive impact on clients’ financial futures.

Compensation: $75,000.00 - $200,000.00 per year

My Team's Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams. We Are Located In Palm Beach Gardens, FL And Help Customers With Their Insurance And Financial Services Needs, Including

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

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.