Registered Representative - State Farm Agent Team Member
| Verified Pay check_circle | Provided by the employer$55000 - $75000 per year |
|---|---|
| Hours | Full-time |
| Location | Mount Dora, Florida |
About this job
Job Description
Job Description
Benefits:
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.
- 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.
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Full-time Jobs Part-time Jobs Gig Jobs Posting ID: 1269763045 Posted: 2026-06-24 Job Title: Registered Representative