Financial Services Representative Jobs in Ohio
Financial Services Representative jobs in Ohio are open across Cincinnati, Canton, and Findlay and other Ohio metros, with employers like The Western and Southern Life Insurance Company, Northwestern Mutual, and State Farm hiring at every experience level. Find a role that fits below and apply directly.
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Showing 5 of 41+ Financial Services Representative jobs
Benefits:
- Simple IRA
- Health insurance
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
ABOUT OUR AGENCY:
I opened my agency in 2015 and lead a close-knit team of four. Before becoming an agent, I worked in the hospitality industry, which is where I learned the value of building relationships, showing up for people, and creating a great experience every day. That same mindset is at the heart of how we serve our customers and support our team.
I’m a graduate of Miami University and have been married for 14+ years with two daughters (11 and 9) and a King Charles Cavalier who keeps things entertaining. Outside of work, I enjoy coaching kids, spending time with friends, and catching sporting events whenever I can.
We enjoy being involved in the community through local events and outreach, and we’re always looking for more ways to show up and stay connected to the people we serve. For our team, we offer health benefits, a Simple IRA, and paid licensing, along with a flexible, laid-back work environment where time off and balance are genuinely respected.
Our office culture is servant-minded, personable, and low-stress, but we still take our work seriously. We’re looking for someone who can work independently, stay calm under pressure, ask the right questions, and bring a strong personality and great attitude to the team. If you’re diligent, fearless, and enjoy helping people in a relaxed but professional environment, you’ll fit right in here.
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Collin Doyle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products 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 with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS
- 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
Benefits:
- Simple IRA
- Health insurance
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
ABOUT OUR AGENCY:
I opened my agency in 2015 and lead a close-knit team of four. Before becoming an agent, I worked in the hospitality industry, which is where I learned the value of building relationships, showing up for people, and creating a great experience every day. That same mindset is at the heart of how we serve our customers and support our team.
I’m a graduate of Miami University and have been married for 14+ years with two daughters (11 and 9) and a King Charles Cavalier who keeps things entertaining. Outside of work, I enjoy coaching kids, spending time with friends, and catching sporting events whenever I can.
We enjoy being involved in the community through local events and outreach, and we’re always looking for more ways to show up and stay connected to the people we serve. For our team, we offer health benefits, a Simple IRA, and paid licensing, along with a flexible, laid-back work environment where time off and balance are genuinely respected.
Our office culture is servant-minded, personable, and low-stress, but we still take our work seriously. We’re looking for someone who can work independently, stay calm under pressure, ask the right questions, and bring a strong personality and great attitude to the team. If you’re diligent, fearless, and enjoy helping people in a relaxed but professional environment, you’ll fit right in here.
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Collin Doyle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products 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 with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS
- 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
See All 41 Financial Services Representative Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in Ohio
Where Ohio roles are concentrated, by current openings.
Financial Services Representative Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring
- The Western and Southern Life Insurance Company23
- Northwestern Mutual9
- State Farm6
- Memorial Health System2
- Rocky Brands1
Top Industries Hiring
- Insurance38
- Healthcare & Medical Services2
- Fashion & Apparel1
What Ohio Employers Look For
The qualifications that appear most often in financial services representative jobs across Ohio.
- 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 Ohio: Frequently Asked Questions
How many financial services representative jobs are there in Ohio?
There are 41+ financial services representative openings in Ohio on Migrate Mate as of June 2026, with the most roles in Cincinnati, Canton, and Findlay. New positions post regularly as employers across Ohio hire.
Which Ohio cities have the most financial services representative jobs?
Cincinnati, Canton, and Findlay have the most financial services representative openings in Ohio right now, with additional roles spread across smaller metros statewide.
Which companies hire financial services representatives in Ohio?
Employers hiring financial services representatives in Ohio include The Western and Southern Life Insurance Company, Northwestern Mutual, and State Farm, based on current listings on Migrate Mate as of June 2026.
Are there remote financial services representative jobs in Ohio?
Yes. About 2% of financial services representative openings tied to Ohio are remote or hybrid as of June 2026. The rest are on-site roles based in Ohio metros.
How do I apply for financial services representative jobs in Ohio?
You can apply to financial services representative jobs in Ohio directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Ohio location, then apply to each one that fits.
See All 41 Financial Services Representative Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
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