About the role
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<div><strong>Benefits:</strong></div>
<ul>
<li>Hiring bonus</li>
<li>Bonus based on performance</li>
<li>Competitive salary</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
<li>Training & development</li>
</ul>
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<strong>About our Agency:<br></strong>Our agency opened in 2019 and has grown into a strong, close-knit team of 13. Before becoming a State Farm agent, I worked in banking and mortgages, bringing a strong financial background and customer-focused approach into the business.<br><br>I’m a graduate of the University of Florida, married with two children, and originally from India. I speak three languages and enjoy football and traveling, often taking international trips each year. We are highly involved in the community through women’s leadership initiatives, Make-A-Wish, school board involvement, and projects like helping build a local school playground.<br><br>For our team, we offer PTO, health benefits, gym memberships, and a strong focus on personal and professional development, along with a commitment to work-life balance.<br><br>Our office culture is supportive, tenured, and team-oriented. We’re looking for someone who is coachable, driven, and motivated to succeed - someone who values teamwork and wants to grow as part of a collaborative, high-performing environment.<br><br><strong>Position Overview:<br></strong>Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.<br><br>
</div><div>This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.<br><br>
</div><div><strong>Key Responsibilities:</strong></div><ul>
<li>Consult customers on financial planning, investment options, and life/health insurance coverage</li>
<li>Assist customers with portfolio management, asset allocation, and risk management strategies</li>
<li>Conduct financial reviews and recommend personalized product solutions</li>
<li>Maintain compliance with financial and insurance regulations</li>
<li>Perform customer needs analysis and engage in sales conversations</li>
</ul><div><strong>Preferred Qualifications:</strong></div><ul>
<li>Active Life & Health license</li>
<li>FINRA Series 6/63/65 or 7 license</li>
<li>Previous experience in financial services and/or insurance</li>
<li>Strong communication and analytical skills</li>
<li>Professional, trustworthy, and customer-focused demeanor</li>
</ul><div>If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.</div>
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