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Financial Services Representative - State Farm Agent Team Member

Full Time in Buffalo, NY

Responsive recruiter
Benefits
  • Simple IRA
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development
ROLE DESCRIPTIONAs a Financial Services Representative - State Farm Agent Team Member with Dan Schmidt - 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 7 and 63 licenses preferred
  • Previous experience in financial services and/or insurance
  • Strong communication and analytical skills
  • Professional, trustworthy, and customer-focused demeanor
Compensation $65,000.00 - $100,000.00 per year
Apply Now 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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