Financial Services Representative Jobs in Florida
Financial Services Representative jobs in Florida are open across Hollywood, Jacksonville, and Orlando and other Florida metros, with employers like Northwestern Mutual, State Farm, and Memorial Healthcare System hiring at every experience level. Find a role that fits below and apply directly.
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Showing 5 of 50+ Financial Services Representative jobs
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tony Lopez - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Responsibilities:
- Consult customers on financial planning, investment options, and life/health insurance coverage.
- Identify customer needs and present tailored insurance solutions.
- Proactively generate and follow up on leads to drive new business.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS
- Active Life & Health license (required or ability to obtain quickly)
- FINRA SIE, Series 6/63/65 or 7 license required.
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tony Lopez - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Responsibilities:
- Consult customers on financial planning, investment options, and life/health insurance coverage.
- Identify customer needs and present tailored insurance solutions.
- Proactively generate and follow up on leads to drive new business.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS
- Active Life & Health license (required or ability to obtain quickly)
- FINRA SIE, Series 6/63/65 or 7 license required.
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
See All 50 Financial Services Representative Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Financial Services Representative Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
- Northwestern Mutual17
- State Farm15
- Memorial Healthcare System8
- South Broward Hospital District3
- Allstate Insurance2
Top Industries Hiring
- Insurance37
- Healthcare & Medical Services3
- Banking & Financial Services1
- Investment & Asset Management1
- Technology & Software1
What Florida Employers Look For
The qualifications that appear most often in financial services representative jobs across Florida.
- Active Series 6, Series 7, or Series 63 FINRA license, or willingness to obtain within 90 days
- One to three years of customer-facing sales or financial services experience
- Proficiency with CRM platforms such as Salesforce or proprietary banking systems
- State insurance license (life, health, or property and casualty depending on role)
- Bachelor's degree in finance, business, economics, or a related field
- Strong knowledge of financial products including checking, savings, loans, and investment accounts
Financial Services Representative Jobs in Florida: Frequently Asked Questions
How many financial services representative jobs are there in Florida?
There are 50+ financial services representative openings in Florida on Migrate Mate as of June 2026, with the most roles in Hollywood, Jacksonville, and Orlando. New positions post regularly as employers across Florida hire.
Which Florida cities have the most financial services representative jobs?
Hollywood, Jacksonville, and Orlando have the most financial services representative openings in Florida right now, with additional roles spread across smaller metros statewide.
Which companies hire financial services representatives in Florida?
Employers hiring financial services representatives in Florida include Northwestern Mutual, State Farm, and Memorial Healthcare System, based on current listings on Migrate Mate as of June 2026.
Are there remote financial services representative jobs in Florida?
Yes. About 10% of financial services representative openings tied to Florida are remote or hybrid as of June 2026. The rest are on-site roles based in Florida metros.
How do I apply for financial services representative jobs in Florida?
You can apply to financial services representative jobs in Florida directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Florida location, then apply to each one that fits.
See All 50 Financial Services Representative Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
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