Financial Services Representative - State Farm Agent Team Member

John Fischer - State Farm Agent; Selden (NY); On-site; USD 60,000 - 80,000; Full time

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

John Fischer - State Farm Agent in Selden, NY is seeking an experienced financial services professional. This role emphasizes building customer relationships, guiding clients in financial planning, and consulting on insurance.

The ideal candidate will possess strong analytical skills, an Active Life & Health license, and a customer-focused demeanor. Benefits include a competitive salary and opportunities for advancement.

Qualifications

• Active Life & Health license is required.
• FINRA Series 6/63/65 certifications are mandatory.
• Previous experience in financial services or insurance is essential.

Responsibilities

• Consult customers on financial planning and insurance coverage.
• Assist customers with portfolio management and risk strategies.
• Conduct financial reviews and recommend product solutions.

Skills

Communication skills

Analytical skills

Customer focus

Job description

Benefits:

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

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.

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:

• 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