Financial Services & Insurance Advisor (Hybrid)

Mybronxagent; New York (NY); Hybrid; USD 65,000 - 125,000; Full time

Benefits offered by this job

Bonus based on performance

Health insurance

401(k)

Paid time off

Opportunity for advancement

Signing bonus

Job summary

Mybronxagent in New York, NY, is seeking an experienced financial services professional to join their dedicated State Farm agency team. This role focuses on building strong customer relationships while guiding clients toward a secure financial future through consultations on various financial services and insurance products.

The ideal candidate should possess an active Life & Health license and strong communication skills. If you are entrepreneurial and driven to achieve results, join a growth-oriented agency where you can make a difference in the community.

Qualifications

• Must have an active Life & Health license.
• Strong communication and analytical skills required.
• Previous experience in financial services and/or insurance preferred.

Responsibilities

• Consult customers on insurance and financial services products.
• Conduct financial reviews and recommend personalized product solutions.
• Train and mentor team members on customer needs analysis.

Skills

Customer relationship building

Strong analytical skills

Communication skills

Compliance with regulations

Education

Active Life & Health license

FINRA Series 6, 63, and 65

Job description

Mybronxagent in New York, NY, is seeking an experienced financial services professional to join their dedicated State Farm agency team. This role focuses on building strong customer relationships while guiding clients toward a secure financial future through consultations on various financial services and insurance products.

The ideal candidate should possess an active Life & Health license and strong communication skills. If you are entrepreneurial and driven to achieve results, join a growth-oriented agency where you can make a difference in the community.