Financial Services Advisor – Insurance & Investments

Jeremy Senn - State Farm Agent; Chanhassen (MN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Job summary

Jeremy Senn - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on insurance and investment options. You will apply a consultative approach, demonstrate analytical precision, and support the team with compliant financial reviews.

The successful candidate will hold Life & Health license and securities licenses, with a proven ability to identify needs, generate leads, and deliver tailored solutions in a customer‑focused manner.

Qualifications

• Active Life & Health license required or ability to obtain quickly.
• SIE and Series 6/63/65 or 7 licenses required.
• Experience in financial services and/or insurance.
• Strong communication and analytical skills.
• Professional, trustworthy, and customer‑focused demeanor.

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.

Skills

Sales experience

Communication skills

Analytical skills

Customer-focused

Education

Active Life & Health license

SIE / Series 6/63/65 or 7 licenses

Experience in financial services or insurance

Job description

Jeremy Senn - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on insurance and investment options. You will apply a consultative approach, demonstrate analytical precision, and support the team with compliant financial reviews.

The successful candidate will hold Life & Health license and securities licenses, with a proven ability to identify needs, generate leads, and deliver tailored solutions in a customer‑focused manner.