Financial Services Representative - State Farm Agent Team Member

Myagentmarcela; Syosset (NY); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Bonus based on performance

Paid time off

401(k) matching

Training & development

Flexible schedule

Advancement opportunities

Job summary

State Farm Agent Team Member in Syosset, NY seeks a Financial Services Representative to market financial products and help customers manage daily risks. You will educate clients on financial options with a consultative, sales-minded approach and deliver accurate, regulated advice.

The role emphasizes license requirements, financial product knowledge, and proactive lead generation, with opportunities for advancement and a flexible schedule in a thriving agency environment.

Qualifications

• Active Life & Health license is required.
• FINRA Series 6/63/65 or SIE license is required.
• Previous experience in financial services and/or insurance preferred.
• Strong communication and analytical skills.

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.

Skills

Active Life & Health license

FINRA Series 6/63/65 or SIE

Communication skills

Analytical skills

Customer-focused demeanor

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Syosset - NY

Compensation $100,000.00 per year

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

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Marcela Ruppert - 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)
• FINRA Series 6/63/65 or SIE license (required)
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor