Financial Services Representative - State Farm Agent Team Member

Darin Tsukashima; California; Hybrid; 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 is seeking a Financial Services Representative to join a local Valencia, CA agency. You will market financial products, educate customers on options, and use a consultative approach to grow the business.

You will handle life and health insurance planning, investments, and ongoing client reviews while maintaining regulatory compliance and a strong commitment to service. Compensation ranges from $60,000 to $90,000 per year.

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.

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

License (Life & Health)

Communication skills

Analytical skills

Customer-focused demeanor

Experience in financial services/ins

Tools

FINRA Series 6/63/65 or SIE

Job description

• Simple IRA
• Health insurance
• Opportunity for advancement
• Paid time off
• Bonus based on performance

ROLE DESCRIPTION
As a Financial Services Representative - State Farm Agent Team Member with Darin Tsukashima - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. 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.

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

Compensation $60,000.00 - $90,000.00 per year

Financial Services Representative - State Farm Agent Team Member

Full Time in Valencia - CA

Benefits

• Simple IRA
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary

ROLE DESCRIPTION
As a Financial Services Representative - State Farm Agent Team Member with Darin Tsukashima - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. 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.

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

Compensation $60,000.00 - $90,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents’employees are not employees of State Farm. Agents are responsible for and make all employmentdecisions regarding their employees.

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