FINANCIAL SERVICES REPRESENTATIVE - STATE FARM AGENT TEAM MEMBER

John Fischer - State Farm Insurance Agent

Selden (NY)

On-site

USD 85,000 - 115,000

Full time

14 days+

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Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

State Farm Insurance Agent John Fischer in Selden, NY seeks an experienced financial services professional to consult on financial planning, life and health insurance, and long-term protection strategies for clients.

This role emphasizes meaningful client conversations, strong analytical skills, and the ability to tailor product solutions while maintaining compliance with regulations and delivering exceptional service.

Qualifications

Active Life & Health license
FINRA Series 6/63/65
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
Assist customers with portfolio management, asset allocation, and risk management strategies
Conduct financial reviews and recommend personalized product solutions
Maintain compliance with financial and insurance regulations
Perform customer needs analysis and engage in sales conversations

Skills

Strong communication

Analytical skills

Job description

Position Overview

Are you an experienced financial services 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 planning, 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.

Benefits

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

Key Responsibilities

Consult customers on financial planning, investment options, and life/health insurance coverage
Assist customers with portfolio management, asset allocation, and risk management strategies
Conduct financial reviews and recommend personalized product solutions
Maintain compliance with financial and insurance regulations
Perform customer needs analysis and engage in sales conversations

Requirements