What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at Ruzaan Ogra - State Farm Agent?
Benefits:
- Hiring bonus
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
About our Agency:
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.
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.
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.
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.
Position Overview:
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.
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.
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.
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.
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.
Position Overview:
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.
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.
Key Responsibilities:
- Consult customers on financial planning, investment options, and life/health insurance coverage
- Assist customers with portfolio management, asset allocation, and risk management strategies
- Conduct financial reviews and recommend personalized product solutions
- Maintain compliance with financial and insurance regulations
- Perform customer needs analysis and engage in sales conversations
Preferred Qualifications:
- Active Life & Health license
- FINRA Series 6/63/65 or 7 license
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
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.