Financial Services Representative - State Farm Agent Team Member

Themartinezagency; New York (NY); On-site; USD 65,000 - 125,000; Full time

Benefits offered by this job

Competitive salary

Health insurance

Bonus based on performance

Paid time off

Training & development

401(k)

Opportunity for advancement

Job summary

A local financial services agency in Bronx, NY seeks a Financial Services Representative. The ideal candidate will guide clients on insurance and financial solutions, requiring strong analytical and communication skills. An active Life & Health insurance license is necessary, with a competitive salary ranging from $65,000 to $125,000. This role offers numerous benefits including health insurance, training, bonuses, and opportunities for advancement.

Qualifications

• Strong communication and analytical skills required.
• Active Life & Health license is mandatory.
• FINRA Series 6, 63, and 65 will be required eventually.

Responsibilities

• Consult customers on insurance and financial products.
• Conduct financial reviews to recommend solutions.
• Maintain compliance with financial regulations.
• Train and mentor team on customer needs analysis.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Trustworthiness

Education

Active Life & Health license

FINRA Series 6 & 63 and 65

Previous experience in financial services or insurance

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Bronx, NY

Responsive recruiter Replies within 24 hours

• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Signing bonus
• Training & development
• 401(k)

About our Agency

We’ve proudly served as a State Farm Agency for 17 years, with a dedicated team of 15 professionals across three office locations. We’re committed to building a supportive and rewarding work environment, offering valuable perks such as health insurance, retirement benefits, travel incentives, hybrid scheduling, competitive commissions and bonuses. Agent Hielly Martinez earned the privilege of becoming a State Farm Agent in 2008, inspired by the work ethic and humility of his immigrant parents. Through hard work, determination, and a passion for helping others, his agency quickly became a top producer and eventually expanded to multiple office locations. Mr. Martinez is grateful for the chance to serve his community while creating opportunities for others—especially young adults who, like himself, dream of financial stability and a brighter future.

Position Overview

Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial services, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Key Responsibilities

• Consult customers on Insurance and financial services products and services.
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Train and mentor team members on customer needs analysis and sales conversations

Preferred Qualifications

• Active Life & Health license (required)
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• FINRA Series 6 & 63 and 65 (will eventually be required)
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.

Compensation $65,000.00 - $125,000.00 per year

Apply Now 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 employment decisions regarding their employees.

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