Financial Services Representative - State Farm Agent Team Member

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

Benefits

• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• Signing bonus
• 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 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 his immigrant parents, his dedication helped grow the agency into a top producer and, eventually, multiple office locations. We are proud to serve our community and to create opportunities for young adults seeking 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)
• 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

Compensation

$65,000.00 – $125,000.00 per year

We're Hiring!

This busy insurance and financial services office is passionate about making a difference in the community. We are an established, growth‑oriented agency with a high‑motivated team. If you are self‑motivated, entrepreneurial, and driven to achieve results, we encourage you to join us.