Financial Services Representative - State Farm Agent Team Member

Marcela Ruppert - State Farm Agent; Syosset (NY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

State Farm Agent Team Member in Syosset, NY markets financial products and educates customers on insurance and investment options while supporting agency growth.

You will apply required licenses, conduct financial reviews, and build trust with clients through a consultative approach and strong analytical skills.

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.
• Strong communication and analytical skills.
• Professional, trustworthy, and customer-focused demeanor.

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

Communication skills

Analytical skills

Customer-focused

Education

Active Life & Health license

FINRA Series 6/63/65 or SIE license

Job description

Benefits:

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