Financial Services Representative - State Farm Agent Team Member

Talentify; Town of Irondequoit (NY); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Paid time off

Training & development

Vision insurance

Job summary

The Dominic Agostini Agency is seeking a Financial Service Representative to market financial products and educate customers on their options. You will apply a consultative sales approach to grow client relationships.

Role involves consulting on planning, assisting with portfolios, conducting reviews, and ensuring regulatory compliance within a Rochester-based agency that values growth, incentives, and team collaboration.

Qualifications

• 1+ years of experience in financial services.
• Analytical and communication skills.
• Life, Accident and Health licensed - NY.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Job description

Benefits

• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Training & development
• Vision insurance

ABOUT OUR AGENCY

At our agency, work-life balance is a top priority. As a family man myself, I understand how important it is to have time with loved ones, which is why we often take additional Fridays off in the summer to spend more time with our families.

We’re also dedicated to giving back to the community. Each quarter, our team enjoys office outings that are often tied to volunteer opportunities like food drives or supporting local schools. Other times, it’s simply about having fun together—whether that’s catching a movie, going to a baseball game, or enjoying time outside the office.

One of the unique perks of working here is our “Let’s Make A Deal” promotion around sales achievements. Team members can earn personalized rewards such as car detailing, weekend getaways, and more—making success both motivating and rewarding.

We are consistently ranked among the top three insurance agencies in Rochester, and we’re committed to fostering a culture of growth, professionalism, and winning together as a team.

ROLE DESCRIPTION

As a Financial Service Representative with the Dominic Agostini Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products 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 with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS

• 1+ years of experience in financial services.
• Analytical and communication skills.
• Life, Accident and Health licensed - NY

Growth, Incentives & Team Culture

This role is ideal for a sales professional who is motivated by growth and long-term opportunity. Our office actively supports career advancement for team members interested in developing beyond their current role.

We offer engaging, team-focused sales incentives, including monthly competitions across multiple offices that encourage friendly competition, performance recognition, and opportunities for bonuses and promotions. New hires can also take advantage of fast-start incentives with additional earning potential early on.

In addition, our office fosters a fun and motivating environment through ongoing, creative incentive programs that reward initiative and results. Team members have opportunities to earn cash bonuses, gift cards, and other rewards tied to performance and goal achievement.

We believe in being proactive with hiring to support continued growth and ensure strong coverage as team members advance, creating a stable and supportive environment for new hires.