Urgently hiring Use left and right arrow keys to navigate
Provided by the employer
Verified Pay check_circle $55000 - $75000 per year
Hours Full-time
Location Mount Dora, Florida

About this job

Job Description

Job Description
Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

Financial Services Advisor Insurance & Wealth Strategies
The Varnadore Agency State Farm Insurance


Help Clients Build, Protect, and Preserve Their Financial Future

The Varnadore Agency is seeking an experienced Financial Services Advisor who is passionate about helping individuals, families, and business owners achieve long-term financial security. This opportunity is ideal for a consultative professional who enjoys building lasting relationships, providing strategic guidance, and developing customized financial solutions.

We are looking for a trusted advisor who can help clients navigate retirement planning, wealth accumulation, risk management, and insurance strategies while delivering an exceptional client experience.

Position Overview

As a Financial Services Advisor, you will work closely with clients to understand their financial goals, evaluate their current financial picture, and develop tailored recommendations designed to help them build and protect their assets. You will serve as a long-term resource for clients while growing a successful financial services practice within an established State Farm agency.

Key Responsibilities

Conduct comprehensive financial reviews and needs assessments

Develop customized strategies involving life insurance, retirement planning, wealth protection, and investment solutions

Educate clients on financial products and services that align with their goals and risk tolerance

Build and maintain long-term client relationships through proactive communication and ongoing reviews

Identify opportunities to help clients improve their overall financial position

Collaborate with agency team members to provide holistic insurance and financial planning solutions

Stay informed on market trends, regulatory requirements, and financial planning best practices

Maintain accurate documentation and ensure compliance with industry regulations

Qualifications

Minimum 3 years of experience in financial services, financial planning, wealth management, investment advising, or life insurance sales

Active Life & Health license required

Active Property & Casualty license required

FINRA Series 6 and 63 preferred

FINRA Series 65 strongly preferred

Strong consultative, analytical, and relationship-building skills

Ability to explain complex financial concepts in a clear and client-friendly manner

Proven ability to develop trust and maintain long-term client relationships

Self-motivated with strong organizational and time-management skills

What We Offer

Competitive base compensation plus commissions and performance incentives

Established client base and referral opportunities

Professional development and continuing education support

Collaborative and growth-oriented team environment

Opportunity to expand your financial services practice within a respected State Farm agency

Long-term career growth and leadership opportunities

Build a Career That Makes an Impact

If you are passionate about helping clients achieve financial confidence and want to grow your career in a professional, client-focused environment, we encourage you to apply today.

The Varnadore Agency is an Equal Opportunity Employer and complies with all applicable federal, state, and local employment laws, including ADEA and EEOC guidelines. We are committed to creating an inclusive workplace and providing equal employment opportunities to all qualified applicants.


Nearby locations

Posting ID: 1269763045 Posted: 2026-06-24 Job Title: Registered Representative