Financial Services Representative - State Farm Agent Team Member

Jpfischer; Selden (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Competitive salary

Flexible schedule

Training & development

Job summary

A financial services agency in Selden, NY is seeking a Financial Services Representative to assist clients with financial planning and insurance strategies. The ideal candidate should possess a Life & Health license and FINRA Series 6/63/65. Responsibilities include consulting on insurance, managing portfolios, and conducting financial reviews. This full-time position offers a competitive salary ranging from $70,000 to $100,000 annually, along with various benefits and opportunities for advancement.

Qualifications

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

Responsibilities

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

Skills

Strong communication skills

Analytical skills

Customer-focused approach

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Selden - NY

Benefits

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

Compensation: $70,000.00 - $100,000.00 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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