Financial Professional - Series 6 & 65 licensed jobs in United States
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Angie Lewis - State Farm Insurance Agent · 5 hours ago

Financial Professional - Series 6 & 65 licensed

Angie Lewis State Farm is a trusted insurance and financial services agency dedicated to helping clients achieve their financial goals. They are seeking a knowledgeable and driven Financial Professional to provide exceptional financial guidance, insurance solutions, and investment products to customers.

Insurance

Responsibilities

Deliver personalized financial services including mutual funds, annuities, life and other investment products within the scope of Series 6 & 65 licenses
Build and maintain strong client relationships through exceptional service and follow-up
Develop and implement financial strategies tailored to client needs
Collaborate with the agency team to support business growth and client satisfaction
Stay current with industry trends, regulations, and product knowledge

Qualification

Series 6 licenseSeries 65 licenseFinancial services experienceEthical standardsInterpersonal skillsCommunication skillsSelf-motivated

Required

Active Series 6 & 65 licenses required
Strong interpersonal and communication skills
Self-motivated with a desire to grow within the financial services industry
Commitment to ethical standards and compliance

Preferred

Previous experience in financial services, insurance, or investments preferred

Benefits

Competitive compensation and benefits.
Training and professional development.
A collaborative and supportive work environment.

Company

Angie Lewis - State Farm Insurance Agent

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Call (352) 291-2444 for life, home, car insurance and more. Get a free quote from State Farm Agent Angie Lewis in Ocala, FL

Funding

Current Stage
Early Stage
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