Financial Services Advisor - Insurance & Investments

Derrickspencer; Phoenix (AZ); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Advancement opportunities

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Job summary

Derrick Spencer - State Farm Agent is seeking a Financial Services Representative to market financial products, educate customers on options, and deliver consultative service. The role emphasizes a sales-minded, compliant approach with opportunities for growth within the agency.

You will work with clients on financial planning, insurance solutions, and reviews, while maintaining regulatory compliance. The position supports a team-driven environment in Arizona locations (Laveen or Avondale).

Qualifications

• Active Life & Health license required or ability to obtain quickly.
• FINRA Series 6/63/65 or SIE license preferred.
• Previous experience in financial services and/or insurance.
• Strong communication and analytical skills.
• Professional, trustworthy, and customer-focused demeanor.
• Bilingual Spanish preferred.
• Selected candidate may work in either Laveen or Avondale, AZ.

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

Life & Health license

FINRA Series/SIE license

Financial services experience

Communication skills

Analytical skills

Bilingual Spanish

Customer-focused

Job description

Derrick Spencer - State Farm Agent is seeking a Financial Services Representative to market financial products, educate customers on options, and deliver consultative service. The role emphasizes a sales-minded, compliant approach with opportunities for growth within the agency.

You will work with clients on financial planning, insurance solutions, and reviews, while maintaining regulatory compliance. The position supports a team-driven environment in Arizona locations (Laveen or Avondale).