Financial Services Advisor – Insurance & Planning

State Farm Agent; Santa Clarita (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Simple IRA

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

State Farm Agent Darin Tsukashima in Valencia, CA is seeking a Financial Services Representative to market financial products that help customers manage everyday risks. You will use a sales-minded, consultative approach to educate clients on their options.

Responsibilities include consulting on financial planning, investments and life/health insurance; identifying needs, generating leads, and conducting reviews while maintaining regulatory compliance.

Qualifications

• Active Life & Health license is required or ability to obtain quickly.
• FINRA Series 6/63/65 or SIE license preferred.
• Experience in financial services and/or insurance is preferred.
• Strong communication and analytical skills are essential.

Responsibilities

• Consult customers on financial planning, investments, 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 licenses / SIE

Experience in financial services

Communication & analytical skills

Customer-focused demeanor

Job description

State Farm Agent Darin Tsukashima in Valencia, CA is seeking a Financial Services Representative to market financial products that help customers manage everyday risks. You will use a sales-minded, consultative approach to educate clients on their options.

Responsibilities include consulting on financial planning, investments and life/health insurance; identifying needs, generating leads, and conducting reviews while maintaining regulatory compliance.