Financial Services Representative

Chad Peterson - State Farm Agency; Las Cruces (NM); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Commission on new business

Residual income opportunities

Paid Time Off

Benefits package

Career growth

Bonus opportunities

Job summary

Chad Peterson - State Farm Agency in Las Cruces, NM is hiring a Licensed Financial Services Representative to focus on financial planning, insurance-based solutions, and wealth management for clients.

The role requires active Series 65/6/63 licenses, strong consultative sales and relationship-building skills, and a commitment to compliant, long-term service. Compensation includes base salary with commissions and benefits.

Qualifications

• Active licenses (65/6/63) required.
• P&C and Life & Health licenses preferred or willingness to obtain.
• Experience in financial services, wealth management, or investment sales preferred.
• Strong consultative sales and relationship-building skills.
• Knowledge of retirement planning and financial products is a plus.

Responsibilities

• Provide financial services guidance including retirement planning and insurance-based solutions.
• Develop and maintain long-term client relationships.
• Conduct financial needs analyses and recommend appropriate products and strategies.
• Cross-sell financial services to existing insurance clients.
• Generate new business through referrals, networking, and prospecting; conduct policy reviews and financial planning discussions.
• Maintain compliance with FINRA and state insurance regulations.
• Meet or exceed production, sales, and revenue goals.

Skills

Consultative sales

Relationship-building

Communication

Self-motivated

Education

Series 65

Series 6

Series 63

Property & Casualty license

Life & Health license

Job description

Financial Services Representative

Chad Peterson - State Farm Agency LAS CRUCES, New Mexico, United States

About this position

Salary Range $40,000 - $60,000

Established State Farm agency is hiring a Licensed Financial Services Representative with active Series 65, 6, and/or 63 licenses. This role focuses on financial planning, investment-related services, insurance-based financial solutions, and long-term client relationship management. We are seeking a motivated, licensed professional with experience in financial services, investment sales, insurance sales, or wealth management who is passionate about helping clients build and protect their financial future.

Responsibilities

• Provide financial services guidance including retirement planning, investment-related products, and insurance-based financial solutions
• Develop and maintain long-term client relationships
• Conduct financial needs analysis and recommend appropriate products and strategies
• Cross-sell financial services to existing insurance clients
• Generate new business through referrals, networking, and prospectingConduct policy reviews, account reviews, and financial planning discussions
• Maintain compliance with all FINRA and state insurance regulations
• Meet or exceed production, sales, and revenue goals

Qualifications

• Active Series 65, 6, and/or 63 license required
• Property & Casualty and Life & Health licenses preferred or willingness to obtain
• Experience in financial services, investment sales, insurance sales, or wealth management preferred
• Strong consultative sales and relationship-building skills
• Knowledge of retirement planning, annuities, mutual funds, or financial products a plus
• Self-motivated, goal-oriented, and professional
• Strong communication and client advisory skills
• Commission on new business and renewals
• Bonus opportunities based on performance
• Residual income opportunities
• Paid Time Off (PTO) / Vacation
• Benefits package
• Career growth within the financial services and insurance industry

About Us

Our State Farm agency is committed to helping individuals, families, and small businesses protect and grow their financial future through personalized insurance and financial services. We specialize in auto insurance, home insurance, life insurance, small business coverage, retirement planning, and financial services solutions. Our team is dedicated to providing clear guidance, personalized recommendations, and long-term client relationships built on trust and integrity. We serve a diverse community and proudly offer bilingual support (English and Spanish). Our culture emphasizes professionalism, growth, and a strong customer-first approach.

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