Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Santa Clarita (CA); Presencial; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Simple IRA

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Descripción de la vacante

State Farm Agent Darin Tsukashima in Valencia, CA is seeking a Financial Services Representative to market financial products that help customers manage everyday risks. You will use a sales-minded, consultative approach to educate clients on their options.

Responsibilities include consulting on financial planning, investments and life/health insurance; identifying needs, generating leads, and conducting reviews while maintaining regulatory compliance.

Formación

• Active Life & Health license is required or ability to obtain quickly.
• FINRA Series 6/63/65 or SIE license preferred.
• Experience in financial services and/or insurance is preferred.
• Strong communication and analytical skills are essential.

Responsabilidades

• Consult customers on financial planning, investments, 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.

Conocimientos

Life & Health license

FINRA licenses / SIE

Experience in financial services

Communication & analytical skills

Customer-focused demeanor

Descripción del empleo

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.

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

We're Hiring!

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development.

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.


• Our office is located in Valencia, CA.


• I have been a State Farm agent since 2001.


• Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, and Senior Vice President's Club

We look forward to speaking with you!

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.