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State Farm Agent · 3 months ago

Financial Services Representative - State Farm Agent Team Member

Buffalo, NY

Full-time

Onsite

Entry, Mid Level

$65K/yr - $100K/yr

State Farm Agent is a well-known financial services provider, and they are seeking a Financial Services Representative - State Farm Agent Team Member. In this role, you will market financial products, consult customers on their financial planning needs, and provide tailored insurance solutions while maintaining compliance with financial regulations.

Auto InsuranceFinanceFinancial ServicesHealth InsuranceInsuranceLife Insurance

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

Qualification

Active Life & Health licenseFINRA Series 763 licensesFinancial services experienceAnalytical skillsCommunication skillsProfessional demeanorTrustworthy demeanorCustomer-focused demeanor