State Farm Agent · 11 hours ago
Financial Services Representative - State Farm Agent Team Member
Jupiter, FL
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $60K/yrState Farm Agent is dedicated to helping clients protect what matters most and build a secure financial future. They are seeking a motivated Investment Planner to assess client financial goals, develop investment strategies, and provide ongoing portfolio management.
Auto InsuranceFinanceFinancial ServicesHealth InsuranceInsuranceLife Insurance
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
Qualification
Required
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
Preferred
Experience in Finance, Business, Economics, or related field preferred
Series 6 and Chfc or 65 preferred
Benefits
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Ongoing training and professional development
Supportive team environment and career growth opportunities
Company
State Farm Agent
At State Farm®, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Founded in 1922
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Fawad Ahmad
SVP - Digital & Customer Experience and Chief Digital Officer
Recent News
The Journal Record
2026-01-23
2026-01-17
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