Financial Services Representative - State Farm Agent Team Member
Full Time • Selden - NY
Responsive recruiter
Replies within 24 hours
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & 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:
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 coverage
- Assist customers with portfolio management, asset allocation, and risk management strategies
- Conduct financial reviews and recommend personalized product solutions
- Maintain compliance with financial and insurance regulations
- Perform customer needs analysis and engage in sales conversations
Requirements:
- Active Life & Health license
- FINRA Series 6/63/65
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
Compensation: $70,000.00 - $100,000.00 per year
We're Hiring!
We are a very busy office and are looking for our next great team member. Our well-trained team uses state of the art technology to achieve outstanding results. We want to work alongside those who are equally committed to excellence and personal achievement. Come work with an energetic, fun team at John Fischer - State Farm Agent!
About Our Agency
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, and Renters Insurance.
- Our office is located in The Lidl Shopping Center.
- I have been a State Farm agent since 2012.
- Before becoming a State Farm Agent, I was previously employed as a State Farm Agent Team Member.
- I am a second generation State Farm agent.
- We currently have 15 team members at our agency.
Apply now and let us put you on the path to success.
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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