Financial Representative Salaries in Saint Augustine, FL

Assist with customer retention strategies. Ability to handle high-stress situations calmly. As a Customer Relations Representative - State Farm Agent Team…

$60,000 - $80,000 a year

\*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER…

$65,000 - $200,000 a year

✅ Strong communicator who can listen, ask questions, and keep leads engaged. ✨ Fast-paced support role — re-engage warm leads & live-transfer to Closers.

$76,000 - $85,000 a year

2 days ago

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

Previous experience in insurance or a related field preferred. You grow our agency through meaningful client relations and acting as a liaison between customer…

$55,000 - $85,000 a year

Provide exceptional service by greeting members, answering questions, and directing them to the right department when needed.