FINANCIAL SERVICES REPRESENTATIVE - STATE FARM AGENT TEAM MEMBER
John Fischer - State Farm Insurance Agent · Selden, NY · Today
Finance$85k–$115k/yrFull-time
Responsive recruiter Replies within 24 hours Benefits 401(k)Bonus based on performanceCompetitive salaryFlexible scheduleHealth insuranceOpportunity for advancementPaid time offTraining & development Position Overview Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Key Responsibilities Consult customers on financial planning, investment options, and life/health insurance coverageAssist customers with portfolio management, asset allocation, and risk management strategiesConduct financial reviews and recommend personalized product solutionsMaintain compliance with financial and insurance regulationsPerform customer needs analysis and engage in sales conversations Requirements Active Life & Health licenseFINRA Series 6/63/65Previous experience in financial services and/or insuranceStrong communication and analytical skillsProfessional, trustworthy, and customer-focused demeanor Compensation $85,000.00 - $115,000.00 per year