Financial Services Representative - State Farm Agent Team Member Phoenix - AZ

Derrick Spencer; Phoenix (AZ); In loco; USD 50.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Opportunity for advancement

Paid time off

401(k)

Bonus based on performance

Descrizione del lavoro

Derrick Spencer, State Farm Agent, is seeking a Financial Services Representative to join the team in Phoenix, AZ. This full-time role focuses on marketing financial products, educating customers about options, and delivering tailored solutions with an emphasis on service and compliance.

You’ll identify client needs, generate leads, conduct financial reviews, and work within an independent contractor framework to support agency growth and customer financial security.

Competenze

• Active Life & Health license required or ability to obtain quickly.
• FINRA Series 6/63/65 or SIE license preferred.
• Previous experience in financial services and/or insurance.
• Strong communication and analytical skills.
• Professional, trustworthy, and customer-focused demeanor.

Mansioni

• 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.

Conoscenze

Communication skills

Analytical skills

Formazione

Active Life & Health license

FINRA Series 6/63/65 or SIE

Descrizione del lavoro

Full Time in Phoenix - AZ

• Opportunity for advancement
• Paid time off
• 401(k)
• Bonus based on performance

ROLE DESCRIPTION
As a Financial Services Representative - State Farm Agent Team Member with Derrick Spencer - 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 or ability to obtain quickly)
• FINRA Series 6/63/65 or SIE license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor
• Selected candidate may work in either of our locations (Laveen or Avondale, AZ)

Compensation $50,000.00 - $70,000.00 per year

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.