Financial Services Representative - State Farm Agent Team Member

State Farm

$75K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Active Life & Health license (required or ability to obtain quickly)
  • FINRA Series 6/63/65 or 7 license preferred
  • 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

Benefits

  • Health stipend
  • 401(k)
  • Bonus based on performance
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development
Full Job Description
Responsive recruiter

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


ROLE DESCRIPTION:As a Financial Services Representative - State Farm Agent Team Member with James Winter - 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 7 license preferred
  • Previous experience in financial services and/or insurance
  • Strong communication and analytical skills
  • Professional, trustworthy, and customer-focused demeanor


Compensation: $75,000.00 - $100,000.00 per year

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in St. James, NY and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning


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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